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
151
$345M 0.1%
3,665,281
+768,419
152
$345M 0.1%
1,104,605
+63,577
153
$340M 0.1%
1,901,167
+40,004
154
$331M 0.1%
569,439
+132,327
155
$330M 0.1%
6,339,263
+709,324
156
$328M 0.1%
9,447,717
+2,201,419
157
$326M 0.1%
4,182,777
-114,959
158
$324M 0.1%
6,350,760
-856,441
159
$323M 0.1%
1,289,929
-100,247
160
$322M 0.1%
8,258,567
-336,190
161
$321M 0.1%
2,252,690
-1,350,972
162
$317M 0.09%
89,308
-3,049
163
$316M 0.09%
6,171,034
+8,822
164
$316M 0.09%
5,743,227
-52,330
165
$314M 0.09%
4,964,393
+1,469,723
166
$313M 0.09%
831,122
-113,124
167
$311M 0.09%
5,531,928
+24,975
168
$310M 0.09%
611,939
+10,387
169
$309M 0.09%
3,755,259
-261,945
170
$309M 0.09%
3,036,198
+302,259
171
$309M 0.09%
1,620,097
+295,624
172
$306M 0.09%
6,213,101
-147,584
173
$305M 0.09%
2,815,520
+24,361
174
$304M 0.09%
6,520,757
+442,720
175
$301M 0.09%
7,598,101
+108,495
5 6
7
8 9