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
2976
$1.44M ﹤0.01%
24,546
-5,426
2977
$1.44M ﹤0.01%
14,380
-52,702
2978
$1.44M ﹤0.01%
59,663
-924
2979
$1.43M ﹤0.01%
384,253
+276,668
2980
$1.43M ﹤0.01%
236,849
-31,879
2981
$1.43M ﹤0.01%
152,177
-8,568
2982
$1.43M ﹤0.01%
64,752
+19,983
2983
$1.43M ﹤0.01%
25,000
2984
$1.43M ﹤0.01%
23,735
-390
2985
$1.43M ﹤0.01%
88,597
+13,205
2986
$1.42M ﹤0.01%
62,525
-38,840
2987
$1.42M ﹤0.01%
17,833
-27,801
2988
$1.42M ﹤0.01%
90,572
-11,784
2989
$1.42M ﹤0.01%
37,617
+11,670
2990
$1.42M ﹤0.01%
51,819
+36,196
2991
$1.41M ﹤0.01%
39,302
-593
2992
$1.41M ﹤0.01%
24,934
-14,804
2993
$1.41M ﹤0.01%
151,805
+3,197
2994
$1.41M ﹤0.01%
67,876
-19,898
2995
$1.41M ﹤0.01%
59,592
-19,129
2996
$1.41M ﹤0.01%
23,699
+3,876
2997
$1.41M ﹤0.01%
38,272
+7,486
2998
$1.41M ﹤0.01%
+24,054
2999
$1.4M ﹤0.01%
75,654
+31,856
3000
$1.4M ﹤0.01%
16,676
+10,394
118 119
120
121 122