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
851
$34M 0.01%
862,951
+212,047
852
$33.9M 0.01%
330,375
-2,825
853
$33.9M 0.01%
194,944
+181,454
854
$33.6M 0.01%
1,814,874
+851,847
855
$33.6M 0.01%
174,337
+60,109
856
$33.5M 0.01%
491,789
-9,019
857
$33.5M 0.01%
385,781
-8,548
858
$33.4M 0.01%
190,935
+2,056
859
$33.4M 0.01%
1,359,839
+180,978
860
$33.3M 0.01%
297,941
-21,064
861
$33.2M 0.01%
5,262,256
+429,903
862
$33M 0.01%
756,784
+6,643
863
$32.9M 0.01%
748,389
+41,083
864
$32.9M 0.01%
1,213,930
+778,342
865
$32.8M 0.01%
522,071
+128,859
866
$32.8M 0.01%
460,797
+79,237
867
$32.7M 0.01%
377,748
+187,260
868
$32.6M 0.01%
726,563
+23,752
869
$32.5M 0.01%
658,666
-35,722
870
$32.4M 0.01%
1,122,900
-601,380
871
$32.4M 0.01%
898,893
+276,992
872
$32.4M 0.01%
540,949
+219,482
873
$32.4M 0.01%
402,426
+12,290
874
$32.4M 0.01%
767,376
+139,873
875
$32.3M 0.01%
990,440
+26,837
33 34
35
36 37