UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
1
$8.35B 2.5%
22,198,702
+358,682
2
$7.5B 2.25%
38,961,380
+1,739,974
3
$4.18B 1.25%
135,283,262
+22,457,366
4
$3.89B 1.16%
8,182,783
-826,678
5
$3.72B 1.11%
24,493,543
-1,118,113
6
$3.03B 0.91%
27,155,850
+5,078,590
7
$3.02B 0.9%
60,972,330
-1,377,810
8
$2.92B 0.87%
20,877,928
-856,630
9
$2.74B 0.82%
16,088,029
+471,407
10
$2.19B 0.65%
15,517,460
+2,489,537
11
$2.01B 0.6%
3,818,287
+291,491
12
$1.94B 0.58%
4,747,812
-1,324,008
13
$1.9B 0.57%
7,294,395
-271,932
14
$1.9B 0.57%
2,872,311
+153,122
15
$1.86B 0.56%
12,453,226
+116,492
16
$1.85B 0.55%
6,102,415
+103,652
17
$1.83B 0.55%
5,280,540
-32,732
18
$1.72B 0.51%
5,520,461
+196,363
19
$1.69B 0.51%
10,905,122
+345,137
20
$1.68B 0.5%
4,741,414
+2,412
21
$1.67B 0.5%
23,724,012
-1,842,001
22
$1.51B 0.45%
3,160,061
+201,367
23
$1.48B 0.44%
2,543,979
+320,958
24
$1.46B 0.44%
4,908,548
-133,236
25
$1.38B 0.41%
12,658,556
+443,308
1
2 3 4 5