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
876
$32.3M 0.01%
2,541,419
+446,703
877
$32.3M 0.01%
783,108
-447,315
878
$32.1M 0.01%
2,413,246
-774,012
879
$32.1M 0.01%
497,644
+2,018
880
$32M 0.01%
262,979
-160,681
881
$31.9M 0.01%
603,324
-18,560
882
$31.9M 0.01%
3,537,022
+1,992,525
883
$31.9M 0.01%
432,121
-57,158
884
$31.7M 0.01%
547,735
+49,046
885
$31.6M 0.01%
76,680
+13,466
886
$31.6M 0.01%
1,893,927
+78,951
887
$31.6M 0.01%
369,733
+32,596
888
$31.6M 0.01%
961,838
-73,797
889
$31.5M 0.01%
384,282
-107,358
890
$31.5M 0.01%
1,369,778
+111,311
891
$31.5M 0.01%
492,330
-168,603
892
$31.4M 0.01%
318,100
-135,655
893
$31.1M 0.01%
1,508,253
+108,588
894
$31M 0.01%
1,456,938
-247,655
895
$31M 0.01%
53,435
+9,862
896
$31M 0.01%
863,295
-1,809,419
897
$30.9M 0.01%
684,399
+121,881
898
$30.8M 0.01%
2,690,007
-174,452
899
$30.7M 0.01%
188,142
+36,032
900
$30.7M 0.01%
399,453
+101,537
34 35
36
37 38