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
2551
$2.54M ﹤0.01%
51,366
-13,590
2552
$2.53M ﹤0.01%
30,186
-417
2553
$2.52M ﹤0.01%
34,656
+1,672
2554
$2.52M ﹤0.01%
22,965
-42,872
2555
$2.52M ﹤0.01%
67,703
-4,763
2556
$2.52M ﹤0.01%
153,863
+3,833
2557
$2.51M ﹤0.01%
93,269
+1,227
2558
$2.51M ﹤0.01%
170,317
-7,517
2559
$2.5M ﹤0.01%
238,836
+52,787
2560
$2.5M ﹤0.01%
59,190
-10,770
2561
$2.5M ﹤0.01%
82,166
+19,283
2562
$2.5M ﹤0.01%
79,600
-3,942
2563
$2.5M ﹤0.01%
31,668
+21,673
2564
$2.49M ﹤0.01%
22,094
-30,176
2565
$2.49M ﹤0.01%
95,238
-19,452
2566
$2.49M ﹤0.01%
523,904
+18,413
2567
$2.49M ﹤0.01%
83,110
+56,937
2568
$2.49M ﹤0.01%
20,823
-3,248
2569
$2.48M ﹤0.01%
+325,543
2570
$2.48M ﹤0.01%
55,086
+6,155
2571
$2.48M ﹤0.01%
210,762
-89,179
2572
$2.47M ﹤0.01%
120,970
-35,135
2573
$2.47M ﹤0.01%
107,390
-6,051
2574
$2.47M ﹤0.01%
9,581
+3,726
2575
$2.46M ﹤0.01%
360,072
+42,259
101 102
103
104 105