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
3326
$909K ﹤0.01%
43,799
-25,334
3327
$909K ﹤0.01%
47,070
-52,026
3328
$906K ﹤0.01%
96,093
-4,032
3329
$905K ﹤0.01%
56,515
+49,635
3330
$903K ﹤0.01%
29,913
-108,671
3331
$902K ﹤0.01%
41,018
+37,949
3332
$901K ﹤0.01%
15,290
-45,470
3333
$901K ﹤0.01%
20,739
-2,559
3334
$900K ﹤0.01%
21,183
-3,890
3335
$899K ﹤0.01%
18,959
-55
3336
$899K ﹤0.01%
9,798
-3,492
3337
$898K ﹤0.01%
21,277
+7,729
3338
$897K ﹤0.01%
31,624
-281
3339
$893K ﹤0.01%
34,002
+802
3340
$892K ﹤0.01%
8,025
-978
3341
$891K ﹤0.01%
81,144
+37,027
3342
$891K ﹤0.01%
7,364
-11,462
3343
$891K ﹤0.01%
60,126
-2,274
3344
$890K ﹤0.01%
64,840
-5,225
3345
$890K ﹤0.01%
38,565
+2,278
3346
$888K ﹤0.01%
39,144
+20,404
3347
$878K ﹤0.01%
485,030
-40,304
3348
$876K ﹤0.01%
11,776
-30,749
3349
$876K ﹤0.01%
44,192
+16,345
3350
– –
0
132 133
134
135 136