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
3101
$1.22M ﹤0.01%
13,558
-5,515
3102
$1.22M ﹤0.01%
9,011
+2,363
3103
$1.22M ﹤0.01%
91,421
+5,373
3104
$1.22M ﹤0.01%
81,289
-14,215
3105
$1.22M ﹤0.01%
153,529
+13,236
3106
$1.22M ﹤0.01%
33,441
-4,021
3107
$1.21M ﹤0.01%
134,191
-12,956
3108
$1.21M ﹤0.01%
+17,847
3109
$1.21M ﹤0.01%
46,445
+9,665
3110
$1.21M ﹤0.01%
55,331
-3,427
3111
$1.21M ﹤0.01%
25,031
-54,646
3112
$1.21M ﹤0.01%
104,632
-27,014
3113
$1.21M ﹤0.01%
129,518
+14,162
3114
$1.2M ﹤0.01%
8,849
-9,339
3115
$1.2M ﹤0.01%
54,769
-46,787
3116
$1.2M ﹤0.01%
22,752
-98,354
3117
$1.2M ﹤0.01%
256,245
+89,764
3118
$1.19M ﹤0.01%
51,661
+4,591
3119
$1.19M ﹤0.01%
24,982
-3,094
3120
$1.19M ﹤0.01%
556
+455
3121
$1.19M ﹤0.01%
73,547
-35,626
3122
$1.19M ﹤0.01%
37,988
+1,859
3123
$1.19M ﹤0.01%
15,961
-8,550
3124
$1.19M ﹤0.01%
82,960
-55,435
3125
$1.18M ﹤0.01%
38,249
+3,967
123 124
125
126 127