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
3201
$1.07M ﹤0.01%
175,431
-20,920
3202
$1.06M ﹤0.01%
34,460
-39,310
3203
$1.06M ﹤0.01%
19,734
+837
3204
$1.06M ﹤0.01%
170,644
-15,113
3205
$1.06M ﹤0.01%
67,707
-2,065
3206
$1.06M ﹤0.01%
255
-939
3207
$1.06M ﹤0.01%
1,788
+73
3208
$1.06M ﹤0.01%
20,038
+5,063
3209
$1.05M ﹤0.01%
15,715
+924
3210
$1.05M ﹤0.01%
47,897
-1,255
3211
$1.05M ﹤0.01%
49,146
+46,439
3212
$1.05M ﹤0.01%
37,339
-62,568
3213
$1.04M ﹤0.01%
117,485
+3,144
3214
$1.04M ﹤0.01%
7,379
+875
3215
$1.04M ﹤0.01%
18,072
-9,630
3216
$1.04M ﹤0.01%
28,784
-7,842
3217
$1.04M ﹤0.01%
40,841
+666
3218
$1.04M ﹤0.01%
13,180
-5,273
3219
$1.04M ﹤0.01%
18,089
+4,055
3220
$1.04M ﹤0.01%
30,976
-22,267
3221
$1.04M ﹤0.01%
74,084
+18,855
3222
$1.03M ﹤0.01%
31,169
-51,302
3223
$1.03M ﹤0.01%
21,791
-13,185
3224
$1.03M ﹤0.01%
167,544
-5,757
3225
$1.02M ﹤0.01%
34,368
+27,931
127 128
129
130 131