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
2926
$1.55M ﹤0.01%
15,065
+12,177
2927
$1.55M ﹤0.01%
95,583
+2,350
2928
$1.55M ﹤0.01%
109,845
-48,057
2929
$1.55M ﹤0.01%
129,024
+4,076
2930
$1.55M ﹤0.01%
23,239
+7,479
2931
$1.54M ﹤0.01%
27,113
-4,742
2932
$1.54M ﹤0.01%
25,511
+495
2933
$1.54M ﹤0.01%
40,024
+29,325
2934
$1.53M ﹤0.01%
70,728
-56,478
2935
$1.52M ﹤0.01%
201,175
+4,622
2936
$1.52M ﹤0.01%
107,991
+11,178
2937
$1.52M ﹤0.01%
47,284
+26,000
2938
$1.52M ﹤0.01%
27,956
-20,884
2939
$1.52M ﹤0.01%
32,268
+8,187
2940
$1.51M ﹤0.01%
44,622
-38,279
2941
$1.51M ﹤0.01%
155
+142
2942
$1.51M ﹤0.01%
439,634
-86,742
2943
$1.51M ﹤0.01%
59,193
+1,658
2944
$1.51M ﹤0.01%
12,634
-8,968
2945
$1.51M ﹤0.01%
34,251
-38,347
2946
$1.51M ﹤0.01%
47,085
-20,845
2947
$1.51M ﹤0.01%
+75,284
2948
$1.51M ﹤0.01%
155,609
-139,713
2949
$1.5M ﹤0.01%
17,364
-9,490
2950
$1.5M ﹤0.01%
51,504
-6,960
116 117
118
119 120