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
2626
$2.32M ﹤0.01%
13,369
-42,489
2627
$2.32M ﹤0.01%
202,560
+15,620
2628
$2.32M ﹤0.01%
133,319
+51,428
2629
$2.32M ﹤0.01%
34,629
-1,539
2630
$2.31M ﹤0.01%
21,887
+267
2631
$2.31M ﹤0.01%
44,895
+3,138
2632
$2.31M ﹤0.01%
+3,498,484
2633
$2.31M ﹤0.01%
217,922
+34,723
2634
$2.31M ﹤0.01%
29,805
+1,568
2635
$2.31M ﹤0.01%
228,687
-37,313
2636
$2.3M ﹤0.01%
8,134
+519
2637
$2.29M ﹤0.01%
57,404
-40,310
2638
$2.29M ﹤0.01%
15,440
-7,914
2639
$2.29M ﹤0.01%
228,414
-77,763
2640
$2.29M ﹤0.01%
93,748
-294
2641
$2.28M ﹤0.01%
35,681
+2,594
2642
$2.28M ﹤0.01%
396,661
-162,331
2643
$2.28M ﹤0.01%
58,651
+21,585
2644
$2.28M ﹤0.01%
99,039
+59,412
2645
$2.28M ﹤0.01%
117,977
+68,612
2646
$2.28M ﹤0.01%
49,179
+32,295
2647
$2.27M ﹤0.01%
501,918
-253,430
2648
$2.27M ﹤0.01%
19,773
+4,937
2649
$2.27M ﹤0.01%
217,512
+1,285
2650
$2.27M ﹤0.01%
58,471
-3,975
104 105
106
107 108