UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
+$591M
2
+$493M
3
+$481M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$460M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$338M

Top Sells

1
+$503M
2
+$370M
3
+$368M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$279M
5
FIS icon
Fidelity National Information Services
FIS
+$241M

Sector Composition

1 Technology 17.64%
2 Financials 9.54%
3 Healthcare 8.06%
4 Consumer Discretionary 6.75%
5 Industrials 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$534M 0.21%
3,915,025
+137,132
102
$533M 0.21%
5,901,701
-148,394
103
$529M 0.21%
14,060,350
-2,455,342
104
$521M 0.21%
1,761,391
+467,337
105
$520M 0.21%
3,901,950
-201,916
106
$520M 0.21%
13,787,415
-141,420
107
$518M 0.21%
4,547,796
+1,245,386
108
$515M 0.21%
1,355,816
+133,912
109
$510M 0.21%
4,215,920
+82,891
110
$509M 0.2%
2,184,454
+226,431
111
$509M 0.2%
6,202,313
+177,582
112
$507M 0.2%
2,554,923
+321,373
113
$503M 0.2%
2,951,448
-1,029,404
114
$482M 0.19%
9,258,524
+784,888
115
$466M 0.19%
2,138,358
+57,009
116
$464M 0.19%
1,492,983
-25,824
117
$460M 0.18%
10,479,946
+11,358
118
$457M 0.18%
1,184,262
+27,155
119
$451M 0.18%
9,269,450
-485,600
120
$451M 0.18%
3,884,369
+834,326
121
$450M 0.18%
8,953,816
-559,546
122
$445M 0.18%
2,722,846
+343,570
123
$444M 0.18%
1,965,146
-241,344
124
$439M 0.18%
1,097,756
-31,995
125
$435M 0.17%
6,865,965
+698,580
3 4
5
6 7