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
276
$163M 0.05%
3,216,115
-451,313
277
$163M 0.05%
1,166,138
-436
278
$161M 0.05%
1,398,251
-420,706
279
$161M 0.05%
3,074,260
+708,123
280
$161M 0.05%
103,171
-41,818
281
$159M 0.05%
3,259,137
+381,509
282
$158M 0.05%
1,006,565
+155,140
283
$158M 0.05%
4,267,268
-231,026
284
$158M 0.05%
1,998,354
+40,651
285
$158M 0.05%
2,630,200
-79,332
286
$157M 0.05%
2,028,697
-811,919
287
$157M 0.05%
2,674,068
+1,471,776
288
$156M 0.05%
2,922,187
+186,654
289
$155M 0.05%
563,425
-67,423
290
$155M 0.05%
4,828,779
+50,516
291
$152M 0.05%
3,155,198
+648,801
292
$152M 0.05%
2,467,314
+67,019
293
$151M 0.05%
789,994
-19,144
294
$151M 0.05%
5,093,750
-702,210
295
$151M 0.05%
1,337,508
+548,729
296
$151M 0.05%
2,152,134
-271,292
297
$150M 0.05%
2,288,053
-42,360
298
$150M 0.05%
1,142,236
+270,684
299
$150M 0.05%
1,650,842
+3,041
300
$149M 0.05%
1,035,787
+21,212
10 11
12
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