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
2776
$1.89M ﹤0.01%
78,802
-56,448
2777
$1.89M ﹤0.01%
91,529
+16,990
2778
$1.89M ﹤0.01%
82,381
-41,156
2779
$1.89M ﹤0.01%
459,951
-18,238
2780
$1.88M ﹤0.01%
47,505
+10,970
2781
$1.88M ﹤0.01%
29,056
-25,367
2782
$1.87M ﹤0.01%
16,710
-369
2783
$1.87M ﹤0.01%
31,486
+5,914
2784
$1.87M ﹤0.01%
24,394
-344
2785
$1.86M ﹤0.01%
50,724
+11,502
2786
$1.86M ﹤0.01%
94,953
+45,487
2787
$1.86M ﹤0.01%
44,675
+5,768
2788
$1.86M ﹤0.01%
10,670
-6,488
2789
$1.86M ﹤0.01%
30,374
+346
2790
$1.86M ﹤0.01%
43,464
+1,231
2791
$1.86M ﹤0.01%
28,058
+27,858
2792
$1.85M ﹤0.01%
10,805
+3,588
2793
$1.85M ﹤0.01%
84,083
-45,864
2794
$1.85M ﹤0.01%
60,783
+2,826
2795
$1.85M ﹤0.01%
78,336
-12,432
2796
$1.85M ﹤0.01%
43,427
-32,988
2797
$1.85M ﹤0.01%
52,873
+3,346
2798
$1.84M ﹤0.01%
16,107
+18
2799
$1.84M ﹤0.01%
107,655
+21,512
2800
$1.84M ﹤0.01%
166,432
+69,579
110 111
112
113 114