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
2651
$2.26M ﹤0.01%
111,773
+3,433
2652
$2.26M ﹤0.01%
23,792
-8,532
2653
$2.26M ﹤0.01%
67,810
-11,961
2654
$2.26M ﹤0.01%
137,902
+30,882
2655
$2.25M ﹤0.01%
48,635
-242
2656
$2.23M ﹤0.01%
101,432
+59,863
2657
$2.23M ﹤0.01%
69,552
+27,733
2658
$2.23M ﹤0.01%
234,135
+2,737
2659
$2.22M ﹤0.01%
145,689
-70,397
2660
$2.22M ﹤0.01%
75,953
-1,516
2661
$2.22M ﹤0.01%
136,383
+995
2662
$2.22M ﹤0.01%
13,045
-2,103
2663
$2.22M ﹤0.01%
142,285
+56,812
2664
$2.21M ﹤0.01%
231,160
-1,790
2665
$2.19M ﹤0.01%
18,236
-13,906
2666
$2.19M ﹤0.01%
38,813
-4,251
2667
$2.19M ﹤0.01%
371,427
-226,981
2668
$2.19M ﹤0.01%
98,180
-89,104
2669
$2.18M ﹤0.01%
522,060
-125,531
2670
$2.18M ﹤0.01%
89,606
+33,758
2671
$2.18M ﹤0.01%
56,843
+35,396
2672
$2.18M ﹤0.01%
21,010
-15,434
2673
$2.17M ﹤0.01%
47,515
-33,232
2674
$2.17M ﹤0.01%
221,157
-74,003
2675
$2.16M ﹤0.01%
79,595
-122,829
105 106
107
108 109