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
826
$35.9M 0.01%
321,955
+71,305
827
$35.9M 0.01%
1,046,267
+22,097
828
$35.8M 0.01%
507,423
-913
829
$35.8M 0.01%
2,094,223
-19,190
830
$35.8M 0.01%
162,769
+18,947
831
$35.7M 0.01%
406,745
+157,691
832
$35.7M 0.01%
403,652
+15,819
833
$35.6M 0.01%
363,383
+19,391
834
$35.2M 0.01%
900,824
+301,983
835
$35.1M 0.01%
448,846
-498,498
836
$34.9M 0.01%
1,017,080
+10,490
837
$34.8M 0.01%
479,261
+23,494
838
$34.8M 0.01%
717,107
+26,848
839
$34.7M 0.01%
1,296,954
-9,408
840
$34.6M 0.01%
341,252
+38,613
841
$34.5M 0.01%
505,665
+277,889
842
$34.5M 0.01%
364,168
+11,768
843
$34.5M 0.01%
238,751
+52,161
844
$34.4M 0.01%
1,011,284
+74,767
845
$34.3M 0.01%
94,951
+12,318
846
$34.1M 0.01%
288,869
-24,048
847
$34.1M 0.01%
1,377,087
-130,966
848
$34.1M 0.01%
804,095
-265,571
849
$34.1M 0.01%
592,488
+243,404
850
$34.1M 0.01%
288,318
+3,182
32 33
34
35 36