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
3051
$1.3M ﹤0.01%
26,563
+9,436
3052
$1.3M ﹤0.01%
17,880
-6,668
3053
$1.3M ﹤0.01%
45,141
+32,673
3054
$1.29M ﹤0.01%
82,050
-5,285
3055
$1.29M ﹤0.01%
39,403
-8,277
3056
$1.29M ﹤0.01%
27,844
+14,099
3057
$1.29M ﹤0.01%
34,566
+2,710
3058
$1.29M ﹤0.01%
26,787
-21,376
3059
$1.29M ﹤0.01%
27,756
+2,186
3060
$1.29M ﹤0.01%
44,761
+9,903
3061
$1.29M ﹤0.01%
26,540
+1,098
3062
$1.28M ﹤0.01%
124,930
-6,126
3063
$1.28M ﹤0.01%
89,015
-31,363
3064
$1.28M ﹤0.01%
184,230
-1,212
3065
$1.28M ﹤0.01%
35,044
-31,863
3066
$1.28M ﹤0.01%
28,776
-43,979
3067
$1.27M ﹤0.01%
40,156
+2,866
3068
$1.27M ﹤0.01%
106,139
-83,823
3069
$1.27M ﹤0.01%
31,630
-14,140
3070
$1.27M ﹤0.01%
219,152
-854
3071
$1.26M ﹤0.01%
248,482
+13,459
3072
$1.26M ﹤0.01%
41,661
+9,384
3073
$1.26M ﹤0.01%
15,426
+9,408
3074
$1.26M ﹤0.01%
66,340
+28,956
3075
$1.26M ﹤0.01%
28,113
+22,535
121 122
123
124 125