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
301
$149M 0.05%
2,130,339
+407,766
302
$149M 0.05%
642,038
-53,018
303
$148M 0.05%
634,620
+22,668
304
$148M 0.05%
1,136,873
+1,444
305
$148M 0.05%
3,749,036
+711,732
306
$148M 0.05%
912,122
+104,694
307
$147M 0.05%
2,562,560
-27,911
308
$147M 0.05%
2,793,454
+627,979
309
$147M 0.05%
2,455,337
+241,642
310
$146M 0.05%
2,098,627
+628,453
311
$145M 0.05%
1,646,320
-1,146,666
312
$144M 0.05%
564,027
+9,377
313
$144M 0.05%
3,113,539
-8,205,099
314
$144M 0.05%
1,964,065
+99,025
315
$143M 0.05%
207,332
-9,084
316
$143M 0.05%
4,405,963
-228,276
317
$143M 0.05%
2,685,062
+128,681
318
$139M 0.04%
2,972,063
+167,482
319
$139M 0.04%
6,005,957
+2,682,312
320
$138M 0.04%
701,229
-7,360
321
$138M 0.04%
3,296,597
+156,916
322
$137M 0.04%
579,168
+1,599
323
$137M 0.04%
4,729,323
+637,344
324
$136M 0.04%
1,929,048
-219,724
325
$135M 0.04%
1,277,369
-39,368
11 12
13
14 15