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
3451
$764K ﹤0.01%
+3,416
3452
$763K ﹤0.01%
162,058
+5,097
3453
$763K ﹤0.01%
53,633
-6,884
3454
$762K ﹤0.01%
44,420
-65,184
3455
$759K ﹤0.01%
12,709
+520
3456
$759K ﹤0.01%
16,826
-34,420
3457
$756K ﹤0.01%
67,199
-16,405
3458
$755K ﹤0.01%
22,681
-10,790
3459
$754K ﹤0.01%
11,182
+1,738
3460
$754K ﹤0.01%
39,562
+12,442
3461
$751K ﹤0.01%
46,371
-4,367
3462
$749K ﹤0.01%
15,163
+11,993
3463
$749K ﹤0.01%
2,600
+415
3464
$748K ﹤0.01%
16,758
-11,414
3465
$746K ﹤0.01%
27,804
-30,434
3466
$744K ﹤0.01%
48,537
-20,382
3467
$744K ﹤0.01%
24,143
-151,006
3468
$744K ﹤0.01%
14,493
+998
3469
$744K ﹤0.01%
65,063
+6,083
3470
$743K ﹤0.01%
148,437
-8,921
3471
$742K ﹤0.01%
32,741
-43,021
3472
$742K ﹤0.01%
1,426
+1,416
3473
$741K ﹤0.01%
31,379
-8,560
3474
$741K ﹤0.01%
223,794
+21,249
3475
$741K ﹤0.01%
47,383
+9,640
137 138
139
140 141