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
3401
$824K ﹤0.01%
54,278
+3,766
3402
$823K ﹤0.01%
5,096
-4,936
3403
$823K ﹤0.01%
6,718
-5,461
3404
$822K ﹤0.01%
210,814
-164,439
3405
$820K ﹤0.01%
33,401
-6,497
3406
$819K ﹤0.01%
28,480
+3,600
3407
$818K ﹤0.01%
69,423
-53,294
3408
$818K ﹤0.01%
18,357
+9,213
3409
$817K ﹤0.01%
43,393
-1,344
3410
$816K ﹤0.01%
37,650
-1,310
3411
$816K ﹤0.01%
44,720
-20,493
3412
$816K ﹤0.01%
29,553
+13,555
3413
$813K ﹤0.01%
32,729
-17,846
3414
$810K ﹤0.01%
47,660
+3,401
3415
$810K ﹤0.01%
21,375
-11,116
3416
$806K ﹤0.01%
10,696
+3,355
3417
$806K ﹤0.01%
7,991
-1,617
3418
$804K ﹤0.01%
172,701
+5,986
3419
$803K ﹤0.01%
72,431
-7,401
3420
$802K ﹤0.01%
72,773
+8,477
3421
$801K ﹤0.01%
10,562
-2,189
3422
$798K ﹤0.01%
24,722
-15,025
3423
$797K ﹤0.01%
42,886
-18,116
3424
$796K ﹤0.01%
5,891
+5,638
3425
$796K ﹤0.01%
35,748
+2,900
135 136
137
138 139