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
926
$29.1M 0.01%
919,314
+16,074
927
$29M 0.01%
568,767
-18,957
928
$29M 0.01%
82,290
+11,245
929
$28.8M 0.01%
4,117
+2,562
930
$28.7M 0.01%
2,654,005
-1,107,127
931
$28.7M 0.01%
364,652
+99,671
932
$28.7M 0.01%
468,183
-108,914
933
$28.6M 0.01%
3,189,648
+389,937
934
$28.6M 0.01%
298,757
-303,788
935
$28.5M 0.01%
606,558
-26,972
936
$28.5M 0.01%
224,870
-296,037
937
$28.5M 0.01%
477,863
+21,387
938
$28.4M 0.01%
1,897,788
+500,204
939
$28.3M 0.01%
765,951
-50,969
940
$28.3M 0.01%
1,127,059
+176,718
941
$28.2M 0.01%
217,759
+53,838
942
$28.2M 0.01%
800,883
+297
943
$28.1M 0.01%
1,156,180
-392,002
944
$28M 0.01%
268,527
+768
945
$28M 0.01%
2,067,462
+191,813
946
$28M 0.01%
660,843
+118,148
947
$27.9M 0.01%
2,362,557
-125,537
948
$27.9M 0.01%
244,054
+14,923
949
$27.9M 0.01%
301,220
-2,955
950
$27.9M 0.01%
213,892
+110,971
36 37
38
39 40