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
801
$37.4M 0.01%
470,583
+38,381
802
$37.3M 0.01%
91,243
+38,509
803
$37.3M 0.01%
1,642,120
+349,604
804
$37.3M 0.01%
463,574
+178,321
805
$37.1M 0.01%
242,701
+4,429
806
$37.1M 0.01%
1,010,661
+7,194
807
$37M 0.01%
2,333,643
+1,287,396
808
$37M 0.01%
269,729
+61,793
809
$36.9M 0.01%
36,433
+3,120
810
$36.7M 0.01%
536,827
-107,160
811
$36.7M 0.01%
1,290,890
-188,020
812
$36.7M 0.01%
181,418
+63,716
813
$36.6M 0.01%
665,570
-6,486
814
$36.6M 0.01%
765,789
-63,675
815
$36.5M 0.01%
691,874
+260,902
816
$36.5M 0.01%
1,468,521
-220,423
817
$36.3M 0.01%
479,312
+35,668
818
$36.3M 0.01%
1,267,976
-108,755
819
$36.2M 0.01%
228,923
-39,104
820
$36.2M 0.01%
1,671,394
+1,186,635
821
$36.1M 0.01%
665,216
+2,351
822
$36.1M 0.01%
349,153
+46,595
823
$36.1M 0.01%
696,047
+187,064
824
$36.1M 0.01%
2,001,221
+253,276
825
$35.9M 0.01%
208,868
-248,849
31 32
33
34 35