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
3301
$938K ﹤0.01%
10,040
+130
3302
$938K ﹤0.01%
2,367
-2,411
3303
$936K ﹤0.01%
63,677
+746
3304
$936K ﹤0.01%
99,350
-59,759
3305
$935K ﹤0.01%
23,296
+507
3306
$934K ﹤0.01%
13,978
-17,835
3307
$931K ﹤0.01%
124,794
-1,179
3308
$929K ﹤0.01%
92,234
-86,912
3309
$928K ﹤0.01%
83,436
+20,490
3310
$928K ﹤0.01%
3,711
+108
3311
$924K ﹤0.01%
42,346
-13,361
3312
$923K ﹤0.01%
107,623
+9,305
3313
$921K ﹤0.01%
21,128
-11,565
3314
$919K ﹤0.01%
62,500
-5,565
3315
$916K ﹤0.01%
6,279
-13,279
3316
$916K ﹤0.01%
36,649
+391
3317
$916K ﹤0.01%
9,102
+2,743
3318
$915K ﹤0.01%
10,240
+292
3319
$914K ﹤0.01%
25,256
+9,092
3320
$914K ﹤0.01%
46,260
-39,502
3321
$913K ﹤0.01%
14,711
-8,600
3322
$913K ﹤0.01%
5,324
-232
3323
$911K ﹤0.01%
99,888
+59,242
3324
$911K ﹤0.01%
18,016
-16,953
3325
$910K ﹤0.01%
21,684
+778
131 132
133
134 135