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
3226
$1.02M ﹤0.01%
36,592
+2,876
3227
$1.02M ﹤0.01%
59,893
+14,121
3228
$1.02M ﹤0.01%
12,607
-28,244
3229
$1.02M ﹤0.01%
168,336
-30,236
3230
$1.02M ﹤0.01%
42,801
+29,958
3231
$1.02M ﹤0.01%
10,391
+1,028
3232
$1.01M ﹤0.01%
50,725
-20,692
3233
$1.01M ﹤0.01%
55,522
+28,497
3234
$1.01M ﹤0.01%
12,053
-13,946
3235
$1.01M ﹤0.01%
12,538
+1,662
3236
$1.01M ﹤0.01%
37,644
+5,918
3237
$1.01M ﹤0.01%
16,644
-5,844
3238
$1.01M ﹤0.01%
94,217
-320
3239
$1.01M ﹤0.01%
17,777
+2,482
3240
$1.01M ﹤0.01%
65,166
+13,272
3241
$1.01M ﹤0.01%
9,992
-1,537
3242
$1.01M ﹤0.01%
168,029
-137,565
3243
$1M ﹤0.01%
152,370
-123,775
3244
$1M ﹤0.01%
23,312
+9,070
3245
$1M ﹤0.01%
11,836
-24,235
3246
$1M ﹤0.01%
66,923
+10,482
3247
$1M ﹤0.01%
12,274
-55,761
3248
$1M ﹤0.01%
37,570
+36,994
3249
$1M ﹤0.01%
38,349
-47,409
3250
$1M ﹤0.01%
64,150
-31
128 129
130
131 132