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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$432M
2
+$388M
3
+$264M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$228M
5
AVGO icon
Broadcom
AVGO
+$220M

Top Sells

1
+$2.71B
2
+$526M
3
+$481M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$461M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$380M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$206M 0.07%
4,096,433
+88,781
227
$203M 0.07%
494,799
+115,706
228
$203M 0.07%
3,016,351
+310,977
229
$202M 0.07%
1,333,557
+480,282
230
$201M 0.06%
2,018,568
-28,168
231
$199M 0.06%
2,051,161
+1,966,282
232
$199M 0.06%
406,581
+2,846
233
$199M 0.06%
1,146,039
-117,194
234
$198M 0.06%
6,544,127
-1,661,314
235
$197M 0.06%
1,752,654
-179,165
236
$195M 0.06%
10,666,399
+9,482,442
237
$194M 0.06%
1,310,234
+100,639
238
$194M 0.06%
868,430
+56,489
239
$194M 0.06%
943,265
-31,192
240
$194M 0.06%
842,696
-331,110
241
$191M 0.06%
3,162,913
+195,346
242
$190M 0.06%
731,437
+62,351
243
$189M 0.06%
924,550
+189,650
244
$188M 0.06%
1,572,587
-202,817
245
$187M 0.06%
3,508,707
-9,700
246
$186M 0.06%
3,186,162
+988,925
247
$186M 0.06%
973,803
+182,293
248
$185M 0.06%
5,933,278
-256,336
249
$185M 0.06%
569,147
+10,684
250
$183M 0.06%
1,595,406
+62,279
8 9
10
11 12