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
976
$26.1M 0.01%
409,437
-209,442
977
$26.1M 0.01%
734,149
+19,055
978
$26M 0.01%
635,416
-127,796
979
$26M 0.01%
544,272
+22,953
980
$26M 0.01%
305,610
+6,267
981
$26M 0.01%
1,406,975
-82,586
982
$25.9M 0.01%
378,630
-35,699
983
$25.9M 0.01%
86,999
+3,402
984
$25.9M 0.01%
979,606
+167,472
985
$25.8M 0.01%
361,641
+93,756
986
$25.7M 0.01%
406,450
+41,410
987
$25.7M 0.01%
477,348
-213,167
988
$25.6M 0.01%
168,930
-167,167
989
$25.6M 0.01%
1,001,086
+802,564
990
$25.5M 0.01%
293,787
+2,320
991
$25.5M 0.01%
855,017
-118,121
992
$25.4M 0.01%
4,668,688
-215,319
993
$25.3M 0.01%
300,042
+165,923
994
$25.2M 0.01%
1,402,769
-99,497
995
$25.2M 0.01%
151,417
-2,725
996
$25.1M 0.01%
290,666
+152,371
997
$25.1M 0.01%
1,287,786
-91,213
998
$25.1M 0.01%
187,593
-51,404
999
$25.1M 0.01%
52,525
+1,396
1000
$25M 0.01%
382,770
+174,193
38 39
40
41 42