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
251
$183M 0.06%
4,273,523
+897,913
252
$182M 0.06%
651,344
-28,519
253
$181M 0.06%
577,527
-1,137
254
$178M 0.06%
1,807,368
+71,441
255
$178M 0.06%
2,163,540
+126,463
256
$178M 0.06%
7,050,984
+152,478
257
$178M 0.06%
1,798,907
-40,350
258
$177M 0.06%
464,769
-1,326
259
$176M 0.06%
1,630,694
+118,602
260
$175M 0.06%
850,410
-4,290
261
$173M 0.06%
1,915,211
+137,384
262
$173M 0.06%
2,284,862
+597
263
$171M 0.06%
1,034,251
+4,977
264
$171M 0.06%
3,583,070
-175,915
265
$170M 0.05%
5,306,734
-554,213
266
$170M 0.05%
7,025,363
-614,133
267
$170M 0.05%
11,443,043
+3,116,629
268
$169M 0.05%
367,228
+160,480
269
$169M 0.05%
2,730,066
-85,062
270
$168M 0.05%
1,602,300
+596,758
271
$168M 0.05%
2,071,227
+67,854
272
$167M 0.05%
682,854
-54,235
273
$166M 0.05%
879,589
+108,501
274
$166M 0.05%
6,223,163
-271,079
275
$165M 0.05%
1,392,930
+553,028
9 10
11
12 13