UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249B
AUM Growth
+$30.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,286
New
Increased
Reduced
Closed

Top Buys

1
+$694M
2
+$567M
3
+$525M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$504M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$351M

Top Sells

1
+$542M
2
+$393M
3
+$370M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$290M
5
FIS icon
Fidelity National Information Services
FIS
+$264M

Sector Composition

1 Technology 17.64%
2 Financials 9.54%
3 Healthcare 8.06%
4 Consumer Discretionary 6.75%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$39.8M 0.01%
295,679
+16,192
777
$39.7M 0.01%
1,197,507
+368,512
778
$39.6M 0.01%
369,051
+198,749
779
$39.5M 0.01%
778,850
+95,378
780
$39.4M 0.01%
1,901,432
+11,264
781
$39.4M 0.01%
1,861,555
-31,283
782
$39.2M 0.01%
308,921
+40,486
783
$39.1M 0.01%
998,324
+192,627
784
$39.1M 0.01%
874,133
-320,484
785
$38.8M 0.01%
694,665
+62,965
786
$38.8M 0.01%
537,565
-53,123
787
$38.7M 0.01%
2,141,454
-1,551,972
788
$38.7M 0.01%
1,353,817
-186,648
789
$38.7M 0.01%
555,768
+208,356
790
$38.5M 0.01%
772,167
-3,972
791
$38.4M 0.01%
186,444
+14,147
792
$38.3M 0.01%
689,061
+275,382
793
$37.9M 0.01%
298,436
+8,962
794
$37.7M 0.01%
137,681
-12,624
795
$37.7M 0.01%
405,119
-8,208
796
$37.7M 0.01%
1,558,626
-389,989
797
$37.6M 0.01%
573,473
-91,444
798
$37.5M 0.01%
1,341,444
+228
799
$37.5M 0.01%
1,143,792
+648,300
800
$37.4M 0.01%
402,337
+193,351
30 31
32
33 34