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
2676
$2.16M ﹤0.01%
109,807
-43,729
2677
$2.16M ﹤0.01%
16,159
+1,509
2678
$2.15M ﹤0.01%
35,503
-12,500
2679
$2.15M ﹤0.01%
223,185
-106,700
2680
$2.15M ﹤0.01%
24,769
+4,109
2681
$2.15M ﹤0.01%
4,728
+3,606
2682
$2.15M ﹤0.01%
37,882
-3,517
2683
$2.15M ﹤0.01%
12,683
+1,040
2684
$2.14M ﹤0.01%
243,945
+23,177
2685
$2.14M ﹤0.01%
68,782
-18,185
2686
$2.14M ﹤0.01%
29,635
-17,503
2687
$2.14M ﹤0.01%
60,474
+13,684
2688
$2.14M ﹤0.01%
47,950
+644
2689
$2.13M ﹤0.01%
23,616
+2,780
2690
$2.13M ﹤0.01%
35,251
+326
2691
$2.13M ﹤0.01%
136,078
-26,098
2692
$2.13M ﹤0.01%
19,201
-1,358
2693
$2.13M ﹤0.01%
13,955
+4,606
2694
$2.13M ﹤0.01%
135,525
+4,197
2695
$2.13M ﹤0.01%
40,652
-36,028
2696
$2.12M ﹤0.01%
82,428
-14,464
2697
$2.12M ﹤0.01%
59,484
+11,368
2698
$2.12M ﹤0.01%
1,695
-383
2699
$2.12M ﹤0.01%
24,337
-2,451
2700
$2.11M ﹤0.01%
87,037
+29,711
106 107
108
109 110