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
2801
$1.83M ﹤0.01%
98,511
+10,766
2802
$1.83M ﹤0.01%
57,816
-10,117
2803
$1.83M ﹤0.01%
6,908
+5,762
2804
$1.83M ﹤0.01%
278,959
+6,620
2805
$1.83M ﹤0.01%
156,704
-2,543
2806
$1.82M ﹤0.01%
120,634
+4,997
2807
$1.82M ﹤0.01%
15,554
+1,812
2808
$1.82M ﹤0.01%
27,391
+5,257
2809
$1.82M ﹤0.01%
141,792
-101,884
2810
$1.82M ﹤0.01%
44,583
+2,812
2811
$1.81M ﹤0.01%
28,834
-36,156
2812
$1.81M ﹤0.01%
68,628
+39,050
2813
$1.81M ﹤0.01%
20,603
-44,510
2814
$1.81M ﹤0.01%
46,479
+17,073
2815
$1.81M ﹤0.01%
13,792
-12,340
2816
$1.81M ﹤0.01%
10,238
-16,552
2817
$1.81M ﹤0.01%
79,311
+67,995
2818
$1.8M ﹤0.01%
86,233
+7,533
2819
$1.8M ﹤0.01%
39,869
-35,214
2820
$1.8M ﹤0.01%
50,855
+18,734
2821
$1.8M ﹤0.01%
11,539
-4,878
2822
$1.8M ﹤0.01%
67,432
+2,863
2823
$1.8M ﹤0.01%
6,625
-1,777
2824
$1.8M ﹤0.01%
248,719
-289,856
2825
$1.79M ﹤0.01%
149,919
+27,694
111 112
113
114 115