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
2701
$2.11M ﹤0.01%
36,158
-8,322
2702
$2.11M ﹤0.01%
266,884
-89,121
2703
$2.1M ﹤0.01%
151,897
-9,797
2704
$2.1M ﹤0.01%
136,445
+3,092
2705
$2.1M ﹤0.01%
+52,897
2706
$2.1M ﹤0.01%
31,734
-26,150
2707
$2.09M ﹤0.01%
+201,581
2708
$2.09M ﹤0.01%
171,022
-15,251
2709
$2.09M ﹤0.01%
39,725
+29,716
2710
$2.08M ﹤0.01%
65,289
-12,190
2711
$2.08M ﹤0.01%
32,072
+16,537
2712
$2.07M ﹤0.01%
10,354
-9,021
2713
$2.07M ﹤0.01%
70,032
+47,768
2714
$2.07M ﹤0.01%
164,088
-58,119
2715
$2.06M ﹤0.01%
188,451
-168
2716
$2.06M ﹤0.01%
+7,005
2717
$2.06M ﹤0.01%
71,776
+13,243
2718
$2.06M ﹤0.01%
29,032
+13,037
2719
$2.06M ﹤0.01%
26,471
+308
2720
$2.06M ﹤0.01%
55,752
+40,907
2721
$2.06M ﹤0.01%
166,689
+28,815
2722
$2.06M ﹤0.01%
155,142
+17,137
2723
$2.05M ﹤0.01%
33,256
+8
2724
$2.05M ﹤0.01%
31,019
-6,678
2725
$2.05M ﹤0.01%
114,186
+11,638
107 108
109
110 111