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
3126
$1.18M ﹤0.01%
988,907
-401,341
3127
$1.18M ﹤0.01%
49,769
-48,892
3128
$1.18M ﹤0.01%
22,159
+11,210
3129
$1.18M ﹤0.01%
182,987
+20,297
3130
$1.17M ﹤0.01%
53,490
-87,211
3131
$1.17M ﹤0.01%
105,694
+1,975
3132
$1.17M ﹤0.01%
45,873
-1,027
3133
$1.17M ﹤0.01%
19,034
-7,176
3134
$1.17M ﹤0.01%
+8,787
3135
$1.17M ﹤0.01%
173,986
-24,571
3136
$1.17M ﹤0.01%
69,236
-4,405
3137
$1.16M ﹤0.01%
2,301
-1,762
3138
$1.16M ﹤0.01%
69,063
+68,102
3139
$1.16M ﹤0.01%
2,904
+29
3140
$1.16M ﹤0.01%
52,536
-36,200
3141
$1.16M ﹤0.01%
11,577
+8,022
3142
$1.16M ﹤0.01%
46,507
-2,368
3143
$1.15M ﹤0.01%
28,201
+9,889
3144
$1.15M ﹤0.01%
65,650
+24,973
3145
$1.15M ﹤0.01%
33,971
-8,839
3146
$1.15M ﹤0.01%
34,736
-6,271
3147
$1.15M ﹤0.01%
81,301
-6,413
3148
$1.15M ﹤0.01%
23,955
-20,833
3149
$1.14M ﹤0.01%
127,154
+17,198
3150
$1.14M ﹤0.01%
54,938
+7,996
124 125
126
127 128