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
126
$433M 0.13%
15,055,767
+338,325
127
$428M 0.13%
2,283,356
+173,463
128
$422M 0.13%
5,452,079
+460,257
129
$421M 0.13%
5,414,231
-39,662
130
$419M 0.13%
951,322
-17,382
131
$414M 0.12%
4,413,740
-83,376
132
$413M 0.12%
3,099,166
-538,683
133
$408M 0.12%
7,051,639
+1,531,625
134
$405M 0.12%
878,623
-12,094
135
$401M 0.12%
2,434,353
+122,022
136
$401M 0.12%
5,799,923
+817,739
137
$401M 0.12%
7,975,939
-395,313
138
$400M 0.12%
21,271,593
-1,186,695
139
$395M 0.12%
28,642,769
+3,368,427
140
$395M 0.12%
4,054,449
-51,567
141
$394M 0.12%
1,637,922
+208,304
142
$384M 0.11%
3,466,794
+109,840
143
$382M 0.11%
3,417,686
+169,321
144
$360M 0.11%
4,431,074
+70,075
145
$358M 0.11%
507,050
+19,121
146
$357M 0.11%
14,067,927
-623,139
147
$356M 0.11%
1,300,646
+235,718
148
$356M 0.11%
2,220,398
-273,207
149
$351M 0.11%
4,773,266
+536,449
150
$346M 0.1%
1,644,486
+117,229
4 5
6
7 8