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
2726
$2.05M ﹤0.01%
26,980
-42,328
2727
$2.03M ﹤0.01%
224,812
-237,149
2728
$2.03M ﹤0.01%
73,432
+43,121
2729
$2.03M ﹤0.01%
57,960
-23,171
2730
$2.02M ﹤0.01%
293,140
+38,145
2731
$2.02M ﹤0.01%
86,321
+47,511
2732
$2.02M ﹤0.01%
105,772
-29,174
2733
$2.02M ﹤0.01%
135,251
-21,466
2734
$2.02M ﹤0.01%
87,683
-749,244
2735
$2.02M ﹤0.01%
50,961
-11,793
2736
$2.01M ﹤0.01%
13,568
+3,635
2737
$1.99M ﹤0.01%
241,864
+58,290
2738
$1.99M ﹤0.01%
109,009
-468,404
2739
$1.99M ﹤0.01%
8,789
-2,688
2740
$1.99M ﹤0.01%
183,933
-64,082
2741
$1.98M ﹤0.01%
48,542
+1,919
2742
$1.98M ﹤0.01%
59,408
-3,142
2743
$1.98M ﹤0.01%
42,024
+1,972
2744
$1.97M ﹤0.01%
60,244
-14,252
2745
$1.97M ﹤0.01%
29,283
+3,245
2746
$1.97M ﹤0.01%
12,473
-15,155
2747
$1.96M ﹤0.01%
128,846
-36,403
2748
$1.96M ﹤0.01%
106,342
-67,447
2749
$1.96M ﹤0.01%
57,342
+6,154
2750
$1.96M ﹤0.01%
565,500
-126,266
108 109
110
111 112