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
2576
$2.46M ﹤0.01%
97,696
-3,629
2577
$2.46M ﹤0.01%
114,750
-6,818
2578
$2.46M ﹤0.01%
39,179
+19,517
2579
$2.46M ﹤0.01%
197,732
-44,081
2580
$2.45M ﹤0.01%
62,233
+29,982
2581
$2.45M ﹤0.01%
200,102
-5,284
2582
$2.44M ﹤0.01%
46,145
+8,723
2583
$2.44M ﹤0.01%
25,626
-24,003
2584
$2.44M ﹤0.01%
12,548
-12,653
2585
$2.44M ﹤0.01%
51,570
+1,305
2586
$2.44M ﹤0.01%
103,815
-3,172
2587
$2.44M ﹤0.01%
9,391
-1,560
2588
$2.43M ﹤0.01%
88,491
-8,512
2589
$2.43M ﹤0.01%
26,995
+2,185
2590
$2.43M ﹤0.01%
107,903
-7,547
2591
$2.43M ﹤0.01%
60,473
+29,894
2592
$2.42M ﹤0.01%
56,939
+34,455
2593
$2.42M ﹤0.01%
21,158
-2,898
2594
$2.42M ﹤0.01%
176,908
+18,957
2595
$2.42M ﹤0.01%
39,533
-22,721
2596
$2.41M ﹤0.01%
57,044
-1,280
2597
$2.41M ﹤0.01%
86,256
-4,436
2598
$2.41M ﹤0.01%
49,712
+5,698
2599
$2.41M ﹤0.01%
9,012
-548
2600
$2.41M ﹤0.01%
120,452
-16,548
102 103
104
105 106