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
1126
$18.7M 0.01%
333,510
+304,779
1127
$18.7M 0.01%
228,872
+124,799
1128
$18.7M 0.01%
383,460
+19,812
1129
$18.6M 0.01%
115,271
+45,303
1130
$18.5M 0.01%
554,567
+12,045
1131
$18.5M 0.01%
1,870,671
-218,303
1132
$18.5M 0.01%
110,586
+36,475
1133
$18.4M 0.01%
723,680
-133,576
1134
$18.3M 0.01%
892,321
-795,846
1135
$18.2M 0.01%
226,871
-53,393
1136
$18.1M 0.01%
270,748
+145,953
1137
$18.1M 0.01%
142,320
-7,335
1138
$18.1M 0.01%
30,980
-3,241
1139
$18.1M 0.01%
346,097
+83,976
1140
$18M 0.01%
232,099
-3,365
1141
$18M 0.01%
299,243
-2,332
1142
$18M 0.01%
518,105
+15,770
1143
$18M 0.01%
275,120
-13,139
1144
$17.9M 0.01%
100,266
-9,400
1145
$17.9M 0.01%
423,946
-112,443
1146
$17.8M 0.01%
325,563
-22,968
1147
$17.8M 0.01%
79,898
-7,381
1148
$17.8M 0.01%
1,062,955
-257,911
1149
$17.7M 0.01%
320,048
-30,296
1150
$17.7M 0.01%
452,169
-37,383
44 45
46
47 48