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
2751
$1.96M ﹤0.01%
15,071
+7,303
2752
$1.95M ﹤0.01%
75,503
-37,179
2753
$1.95M ﹤0.01%
32,153
-13,782
2754
$1.95M ﹤0.01%
33,199
-77
2755
$1.94M ﹤0.01%
16,495
-21,319
2756
$1.94M ﹤0.01%
30,832
-24,194
2757
$1.94M ﹤0.01%
47,360
+22,339
2758
$1.94M ﹤0.01%
51,221
+23,339
2759
$1.94M ﹤0.01%
34,906
-20,700
2760
$1.94M ﹤0.01%
75,574
+43,923
2761
$1.94M ﹤0.01%
129,221
-3,342
2762
$1.94M ﹤0.01%
18,543
-31,924
2763
$1.94M ﹤0.01%
121,807
-3,688
2764
$1.94M ﹤0.01%
45,175
-1,473
2765
$1.93M ﹤0.01%
25,486
-9,842
2766
$1.93M ﹤0.01%
70,522
+11,410
2767
$1.93M ﹤0.01%
13,249
-5,931
2768
$1.92M ﹤0.01%
30,455
-18,178
2769
$1.92M ﹤0.01%
12,940
-1,030
2770
$1.92M ﹤0.01%
14,599
-17,133
2771
$1.91M ﹤0.01%
17,993
+8,923
2772
$1.91M ﹤0.01%
196,937
-72,354
2773
$1.9M ﹤0.01%
120,074
-2,763
2774
$1.9M ﹤0.01%
26,910
+6,394
2775
$1.9M ﹤0.01%
+47,408
109 110
111
112 113