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
2526
$2.58M ﹤0.01%
206,386
-2,348
2527
$2.58M ﹤0.01%
51,648
+12,706
2528
$2.58M ﹤0.01%
62,121
-2,856
2529
$2.58M ﹤0.01%
84,867
-111,303
2530
$2.58M ﹤0.01%
68,401
-47,922
2531
$2.57M ﹤0.01%
137,346
-19,264
2532
$2.57M ﹤0.01%
233,764
+84,953
2533
$2.57M ﹤0.01%
162,940
+2,498
2534
$2.56M ﹤0.01%
83,263
+15,937
2535
$2.56M ﹤0.01%
70,434
+3,429
2536
$2.56M ﹤0.01%
18,731
-8,428
2537
$2.56M ﹤0.01%
35,048
-9,881
2538
$2.56M ﹤0.01%
71,742
+11,998
2539
$2.56M ﹤0.01%
16,177
-32,394
2540
$2.56M ﹤0.01%
159,043
+67,541
2541
$2.56M ﹤0.01%
137,345
-13,076
2542
$2.55M ﹤0.01%
81,940
-61,491
2543
$2.55M ﹤0.01%
99,547
-33,340
2544
$2.55M ﹤0.01%
61,357
+16
2545
$2.55M ﹤0.01%
333,509
-35,199
2546
$2.55M ﹤0.01%
116,217
+9,957
2547
$2.54M ﹤0.01%
27,277
+2,628
2548
$2.54M ﹤0.01%
84,253
-379
2549
$2.54M ﹤0.01%
32,829
+11,045
2550
$2.54M ﹤0.01%
244,177
+16,583
100 101
102
103 104