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
2876
$1.66M ﹤0.01%
58,040
+57,172
2877
$1.66M ﹤0.01%
20,752
+14,706
2878
$1.66M ﹤0.01%
15,645
+1,261
2879
$1.66M ﹤0.01%
1,124
+879
2880
$1.65M ﹤0.01%
121,367
+14,480
2881
$1.65M ﹤0.01%
91,368
-12,744
2882
$1.65M ﹤0.01%
21,097
-7,710
2883
$1.64M ﹤0.01%
91,153
+36,804
2884
$1.64M ﹤0.01%
204,579
-94,694
2885
$1.64M ﹤0.01%
71,849
-48,614
2886
$1.63M ﹤0.01%
175,792
-23,909
2887
$1.63M ﹤0.01%
23,946
-22,459
2888
$1.63M ﹤0.01%
59,831
+7,452
2889
$1.63M ﹤0.01%
62,542
-35,306
2890
$1.63M ﹤0.01%
275,233
-62,078
2891
$1.62M ﹤0.01%
89,367
+10,606
2892
$1.62M ﹤0.01%
25,529
-4,821
2893
$1.62M ﹤0.01%
17,240
+1,696
2894
$1.61M ﹤0.01%
61,256
+14,444
2895
$1.61M ﹤0.01%
38,505
+4,256
2896
$1.61M ﹤0.01%
27,590
-1,469
2897
$1.61M ﹤0.01%
46,368
-9,315
2898
$1.61M ﹤0.01%
75,500
-13,076
2899
$1.61M ﹤0.01%
40,638
+2,847
2900
$1.6M ﹤0.01%
20,666
+2,381
114 115
116
117 118