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
3001
$1.4M ﹤0.01%
5,782
+345
3002
$1.4M ﹤0.01%
5,139
+90
3003
$1.4M ﹤0.01%
65,153
+10,900
3004
$1.4M ﹤0.01%
94,555
+397
3005
$1.4M ﹤0.01%
42,728
-64,441
3006
$1.39M ﹤0.01%
136,289
+31,244
3007
$1.39M ﹤0.01%
9,008
+173
3008
$1.39M ﹤0.01%
75,754
-1,799
3009
$1.39M ﹤0.01%
47,441
-40,026
3010
$1.38M ﹤0.01%
33,776
-16,363
3011
$1.38M ﹤0.01%
38,944
+6,457
3012
$1.38M ﹤0.01%
168,475
+154,801
3013
$1.38M ﹤0.01%
143,190
-185,310
3014
$1.38M ﹤0.01%
115,284
-230,444
3015
$1.38M ﹤0.01%
92,299
+398
3016
$1.38M ﹤0.01%
61,080
-110,170
3017
$1.38M ﹤0.01%
26,714
-38,884
3018
$1.38M ﹤0.01%
98,697
-119,652
3019
$1.38M ﹤0.01%
103,694
+6,772
3020
$1.37M ﹤0.01%
35,837
+3,557
3021
$1.37M ﹤0.01%
20,687
+5,443
3022
$1.36M ﹤0.01%
36,743
+4,801
3023
$1.36M ﹤0.01%
35,140
-4,410
3024
$1.35M ﹤0.01%
25,793
+3,383
3025
$1.35M ﹤0.01%
15,608
-29,388
119 120
121
122 123