UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
76
$700M 0.21%
9,325,191
+137,360
77
$678M 0.2%
8,410,411
-215,938
78
$675M 0.2%
7,236,830
-314,900
79
$667M 0.2%
1,471,980
+88,080
80
$659M 0.2%
9,100,723
+900,717
81
$658M 0.2%
3,474,995
+305,440
82
$656M 0.2%
5,008,988
+71,553
83
$647M 0.19%
2,797,566
-389,584
84
$645M 0.19%
794,295
-5,549
85
$642M 0.19%
1,026,417
+243,692
86
$634M 0.19%
18,839,982
+1,288,587
87
$629M 0.19%
2,414,620
+390,561
88
$629M 0.19%
4,276,029
+200,655
89
$622M 0.19%
4,298,190
-580,846
90
$619M 0.19%
3,558,382
+14,425
91
$616M 0.18%
6,738,141
+137,957
92
$608M 0.18%
5,849,988
+890,321
93
$587M 0.18%
5,571,522
-346,334
94
$587M 0.18%
14,596,210
-2,585,529
95
$579M 0.17%
7,329,518
-364,616
96
$566M 0.17%
5,557,897
+5,157,570
97
$564M 0.17%
1,672,063
+399,479
98
$543M 0.16%
2,438,422
+63,032
99
$543M 0.16%
2,513,107
-346,112
100
$539M 0.16%
6,882,810
+1,159,610
2 3
4
5 6