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
3426
$793K ﹤0.01%
30,540
+8,371
3427
$793K ﹤0.01%
55,211
-249,151
3428
$793K ﹤0.01%
+28,588
3429
$793K ﹤0.01%
42,084
+20,349
3430
$792K ﹤0.01%
48,871
+1,050
3431
$790K ﹤0.01%
38,736
-23,948
3432
$788K ﹤0.01%
43,603
+15,928
3433
$787K ﹤0.01%
14,411
+1,939
3434
$786K ﹤0.01%
66,568
-36,013
3435
$786K ﹤0.01%
128,461
-5,863
3436
$783K ﹤0.01%
22,756
+4,438
3437
$783K ﹤0.01%
9,739
-12,060
3438
$782K ﹤0.01%
33,636
+7,618
3439
$781K ﹤0.01%
27,638
+20,496
3440
$781K ﹤0.01%
18,520
+1,602
3441
$778K ﹤0.01%
15,869
+810
3442
$777K ﹤0.01%
85,062
-15,498
3443
$775K ﹤0.01%
27,232
-20,200
3444
$771K ﹤0.01%
52,510
-5,262
3445
$769K ﹤0.01%
28,426
-105,951
3446
$769K ﹤0.01%
52,976
-4,338
3447
$768K ﹤0.01%
10,039
-2,104
3448
$765K ﹤0.01%
9,221
-27,819
3449
$765K ﹤0.01%
11,450
+4,474
3450
$764K ﹤0.01%
+37,500
136 137
138
139 140