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
1051
$22.7M 0.01%
82,897
+16,694
1052
$22.5M 0.01%
207,603
+12,390
1053
$22.4M 0.01%
94,875
-7,137
1054
$22.3M 0.01%
271,108
+42,927
1055
$22.3M 0.01%
114,442
+30,056
1056
$22.3M 0.01%
434,101
-14,566
1057
$22.2M 0.01%
573,265
-151,973
1058
$22.2M 0.01%
85,755
-676
1059
$22.1M 0.01%
459,852
-96,307
1060
$22M 0.01%
282,115
-4,023
1061
$21.9M 0.01%
467,723
+190,525
1062
$21.9M 0.01%
1,116,080
+899,227
1063
$21.9M 0.01%
285,099
+35,485
1064
$21.8M 0.01%
941,377
+658,054
1065
$21.7M 0.01%
784,648
+30,066
1066
$21.6M 0.01%
1,286,417
+1,101,801
1067
$21.6M 0.01%
800,639
+106,437
1068
$21.5M 0.01%
518,676
+4,371
1069
$21.5M 0.01%
315,443
+9,317
1070
$21.3M 0.01%
315,779
+76,610
1071
$21.3M 0.01%
242,200
-152,203
1072
$21.3M 0.01%
172,947
+26,844
1073
$21.2M 0.01%
248,981
+136,326
1074
$20.9M 0.01%
568,646
-201,231
1075
$20.8M 0.01%
545,211
-156,694
41 42
43
44 45