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
901
$30.7M 0.01%
336,436
-109,415
902
$30.5M 0.01%
322,348
+28,592
903
$30.4M 0.01%
422,732
+113,967
904
$30.4M 0.01%
275,295
+143,112
905
$30.2M 0.01%
1,690,625
+5,571
906
$30M 0.01%
462,095
-266
907
$30M 0.01%
84,887
+20,727
908
$30M 0.01%
462,535
+104,988
909
$29.9M 0.01%
1,516,259
-69,590
910
$29.9M 0.01%
406,746
-38,228
911
$29.9M 0.01%
236,256
-161,134
912
$29.8M 0.01%
272,284
-9,401
913
$29.7M 0.01%
825,733
+645,519
914
$29.7M 0.01%
1,400,249
-156,328
915
$29.5M 0.01%
700,848
+492,150
916
$29.5M 0.01%
73,980
+36,576
917
$29.5M 0.01%
586,300
-308,638
918
$29.4M 0.01%
1,148,323
-107,755
919
$29.4M 0.01%
273,970
-61,727
920
$29.4M 0.01%
203,549
-98,682
921
$29.4M 0.01%
285,613
+69,299
922
$29.3M 0.01%
142,422
+33,760
923
$29.3M 0.01%
956,268
-109,289
924
$29.2M 0.01%
308,281
+228
925
$29.1M 0.01%
1,227,483
-149,017
35 36
37
38 39