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
3026
$1.35M ﹤0.01%
69,552
-49,249
3027
$1.35M ﹤0.01%
2,177
-274
3028
$1.35M ﹤0.01%
21,889
+2,531
3029
$1.35M ﹤0.01%
56,892
-22,324
3030
$1.35M ﹤0.01%
359,856
+19,522
3031
$1.34M ﹤0.01%
63,651
+4,628
3032
$1.34M ﹤0.01%
80,212
-529
3033
$1.34M ﹤0.01%
98,127
-61,686
3034
$1.34M ﹤0.01%
47,594
+5,952
3035
$1.34M ﹤0.01%
60,356
+5,469
3036
$1.34M ﹤0.01%
17,020
+6,611
3037
$1.33M ﹤0.01%
21,875
+8,534
3038
$1.33M ﹤0.01%
24,242
-9,751
3039
$1.33M ﹤0.01%
102,299
+1,082
3040
$1.33M ﹤0.01%
18,672
+262
3041
$1.33M ﹤0.01%
13,600
-81,242
3042
$1.33M ﹤0.01%
23,070
+8,319
3043
$1.33M ﹤0.01%
+16,967
3044
$1.32M ﹤0.01%
31,144
-13,062
3045
$1.32M ﹤0.01%
63,707
+12,925
3046
$1.32M ﹤0.01%
16,090
-40,768
3047
$1.32M ﹤0.01%
251
-117
3048
$1.31M ﹤0.01%
25,024
-68,625
3049
$1.31M ﹤0.01%
15,163
+1,251
3050
$1.31M ﹤0.01%
26,136
-13,175
120 121
122
123 124