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
2851
$1.73M ﹤0.01%
298,841
-251,564
2852
$1.73M ﹤0.01%
14,044
-6,939
2853
$1.73M ﹤0.01%
22,653
-402
2854
$1.73M ﹤0.01%
74,604
+71,437
2855
$1.73M ﹤0.01%
8,903
-37,878
2856
$1.71M ﹤0.01%
123,109
-34,349
2857
$1.71M ﹤0.01%
27,436
-1,574
2858
$1.71M ﹤0.01%
13,763
-1,627
2859
$1.71M ﹤0.01%
35,041
-17,775
2860
$1.7M ﹤0.01%
2,364
-2,979
2861
$1.7M ﹤0.01%
25,000
2862
$1.7M ﹤0.01%
17,162
+924
2863
$1.7M ﹤0.01%
54,807
+4,645
2864
$1.69M ﹤0.01%
3,127
+1,685
2865
$1.69M ﹤0.01%
59,267
-10,000
2866
$1.69M ﹤0.01%
105,347
-3,227
2867
$1.69M ﹤0.01%
28,263
-84,771
2868
$1.69M ﹤0.01%
102,065
+3,326
2869
$1.69M ﹤0.01%
19,255
+16,738
2870
$1.69M ﹤0.01%
64,224
-7,050
2871
$1.68M ﹤0.01%
108,774
+328
2872
$1.67M ﹤0.01%
108,211
+17,506
2873
$1.66M ﹤0.01%
15,922
-13,617
2874
$1.66M ﹤0.01%
35,921
+26,322
2875
$1.66M ﹤0.01%
37,481
-21,648
113 114
115
116 117