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
3151
$1.14M ﹤0.01%
41,116
-123,639
3152
$1.14M ﹤0.01%
69,297
+6,326
3153
$1.14M ﹤0.01%
26,760
+9,635
3154
$1.14M ﹤0.01%
36,977
-56,678
3155
$1.14M ﹤0.01%
44,567
+33,047
3156
$1.14M ﹤0.01%
+26,311
3157
$1.14M ﹤0.01%
85,059
+61,936
3158
$1.14M ﹤0.01%
30,799
+27,164
3159
$1.13M ﹤0.01%
62,239
-54,337
3160
$1.13M ﹤0.01%
50,035
-9,236
3161
$1.13M ﹤0.01%
20,597
+2,662
3162
$1.13M ﹤0.01%
31,014
-19,875
3163
$1.12M ﹤0.01%
53,140
-13,435
3164
$1.12M ﹤0.01%
27,216
-14,777
3165
$1.12M ﹤0.01%
27,395
+5,650
3166
$1.12M ﹤0.01%
11,922
+3,883
3167
$1.12M ﹤0.01%
43,113
+25,600
3168
$1.12M ﹤0.01%
77,094
+27,115
3169
$1.12M ﹤0.01%
30,611
-12,650
3170
$1.12M ﹤0.01%
19,389
+2,616
3171
$1.12M ﹤0.01%
+2,425
3172
$1.11M ﹤0.01%
29,982
-20,200
3173
$1.11M ﹤0.01%
8,353
+143
3174
$1.11M ﹤0.01%
69,954
-16,733
3175
$1.11M ﹤0.01%
12,203
-473
125 126
127
128 129