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
2951
$1.5M ﹤0.01%
31,201
-67,748
2952
$1.49M ﹤0.01%
64,624
-20,807
2953
$1.49M ﹤0.01%
28,845
-765
2954
$1.49M ﹤0.01%
72,233
+42,533
2955
$1.49M ﹤0.01%
29,705
-71,132
2956
$1.49M ﹤0.01%
83,724
+53,808
2957
$1.49M ﹤0.01%
26,022
-2,486
2958
$1.49M ﹤0.01%
123,080
-69,787
2959
$1.47M ﹤0.01%
31,701
-12,667
2960
$1.47M ﹤0.01%
31,167
-577
2961
$1.47M ﹤0.01%
46,204
+24,580
2962
$1.47M ﹤0.01%
26,257
-1,851
2963
$1.47M ﹤0.01%
105,186
-89,960
2964
$1.47M ﹤0.01%
70,262
+22,783
2965
$1.46M ﹤0.01%
374,920
-162,544
2966
$1.46M ﹤0.01%
143,349
-28,521
2967
$1.46M ﹤0.01%
15,244
-63,229
2968
$1.46M ﹤0.01%
91,300
+1,264
2969
$1.46M ﹤0.01%
26,061
-96,282
2970
$1.46M ﹤0.01%
29,880
+1,184
2971
$1.46M ﹤0.01%
65,130
+8,442
2972
$1.46M ﹤0.01%
7,482
+6,366
2973
$1.45M ﹤0.01%
79,098
-32,813
2974
$1.45M ﹤0.01%
11,034
+7,976
2975
$1.45M ﹤0.01%
31,484
-27,634
117 118
119
120 121