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
2601
$2.4M ﹤0.01%
24,577
-12,071
2602
$2.4M ﹤0.01%
53,950
-23,787
2603
$2.4M ﹤0.01%
24,399
-4,614
2604
$2.4M ﹤0.01%
71,206
+1,711
2605
$2.4M ﹤0.01%
302,922
-18,719
2606
$2.39M ﹤0.01%
79,688
-7,927
2607
$2.39M ﹤0.01%
48,578
-9,014
2608
$2.39M ﹤0.01%
273,175
+15,722
2609
$2.39M ﹤0.01%
119,579
-145,622
2610
$2.38M ﹤0.01%
10,453
-5,903
2611
$2.38M ﹤0.01%
113,717
-269,706
2612
$2.38M ﹤0.01%
25,602
-8,545
2613
$2.38M ﹤0.01%
16,686
-15,491
2614
$2.38M ﹤0.01%
238,840
+25,751
2615
$2.37M ﹤0.01%
55,153
-41,108
2616
$2.37M ﹤0.01%
343,180
-1,200
2617
$2.36M ﹤0.01%
46,234
+609
2618
$2.36M ﹤0.01%
62,439
-1,535
2619
$2.35M ﹤0.01%
115,687
+11,767
2620
$2.35M ﹤0.01%
322,605
-273,868
2621
$2.34M ﹤0.01%
19,473
+19,202
2622
$2.33M ﹤0.01%
98,243
-34,187
2623
$2.33M ﹤0.01%
43,047
+7,255
2624
$2.33M ﹤0.01%
140,305
+137,988
2625
$2.33M ﹤0.01%
54,139
+14,611
103 104
105
106 107