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
201
$250M 0.07%
4,217,552
+583,313
202
$250M 0.07%
4,871,826
-2,048,229
203
$250M 0.07%
14,149,445
-1,103,780
204
$249M 0.07%
951,247
-117,302
205
$249M 0.07%
1,993,538
+67,304
206
$248M 0.07%
3,177,072
-603,987
207
$247M 0.07%
1,697,064
-231,649
208
$246M 0.07%
2,235,509
+129,249
209
$246M 0.07%
2,724,777
+887,174
210
$245M 0.07%
3,377,543
+88,825
211
$245M 0.07%
2,348,651
+51,922
212
$245M 0.07%
3,138,539
+56,956
213
$245M 0.07%
3,398,384
-237,124
214
$245M 0.07%
3,972,898
-301,314
215
$244M 0.07%
4,045,174
+1,514,627
216
$239M 0.07%
2,993,524
-454,755
217
$238M 0.07%
1,326,692
+11,457
218
$237M 0.07%
3,644,808
+217,894
219
$237M 0.07%
5,840,936
-970,134
220
$232M 0.07%
1,804,123
-658,519
221
$231M 0.07%
10,627,343
+5,873,069
222
$229M 0.07%
1,581,198
-30,711
223
$228M 0.07%
4,453,830
-15,090
224
$224M 0.07%
4,454,892
+234,750
225
$224M 0.07%
2,505,734
+785,800
7 8
9
10 11