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
3176
$1.1M ﹤0.01%
16,294
-1,886
3177
$1.1M ﹤0.01%
54,893
-2,200
3178
$1.1M ﹤0.01%
70,503
-19,487
3179
$1.1M ﹤0.01%
55,778
-2,493
3180
$1.1M ﹤0.01%
74,748
-30,799
3181
$1.1M ﹤0.01%
14,648
+1,103
3182
$1.1M ﹤0.01%
43,368
-2,312
3183
$1.1M ﹤0.01%
242,846
-126,717
3184
$1.1M ﹤0.01%
40,449
+5,876
3185
$1.1M ﹤0.01%
57,799
+616
3186
$1.09M ﹤0.01%
23,203
-5,717
3187
$1.09M ﹤0.01%
25,104
+566
3188
$1.09M ﹤0.01%
62,654
-5,446
3189
$1.08M ﹤0.01%
101,366
-10,664
3190
$1.08M ﹤0.01%
105,312
+2,357
3191
$1.08M ﹤0.01%
26,299
-1,453
3192
$1.08M ﹤0.01%
32,756
-2,715
3193
$1.07M ﹤0.01%
28,684
+23,538
3194
$1.07M ﹤0.01%
25,685
+1,083
3195
$1.07M ﹤0.01%
71,848
-49,846
3196
$1.07M ﹤0.01%
+40,703
3197
$1.07M ﹤0.01%
79,289
+11,658
3198
$1.07M ﹤0.01%
42,828
-21,243
3199
$1.07M ﹤0.01%
21,183
-21,670
3200
$1.07M ﹤0.01%
21,919
-12,901
126 127
128
129 130