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
326
$135M 0.04%
2,145,147
+257,327
327
$135M 0.04%
5,155,887
+257,193
328
$134M 0.04%
1,389,794
+89,559
329
$134M 0.04%
7,067,988
+5,355,837
330
$133M 0.04%
1,796,931
+213,417
331
$132M 0.04%
1,227,326
+161,185
332
$132M 0.04%
6,226,416
+796,086
333
$132M 0.04%
2,624,999
-89,663
334
$132M 0.04%
1,423,210
-128,944
335
$130M 0.04%
1,741,986
+431,948
336
$130M 0.04%
11,467,208
+2,692,823
337
$130M 0.04%
1,626,398
+91,672
338
$130M 0.04%
1,282,657
+26,073
339
$129M 0.04%
2,717,247
+13,426
340
$129M 0.04%
701,596
-53,905
341
$128M 0.04%
525,648
-140,790
342
$127M 0.04%
636,284
+150,665
343
$127M 0.04%
1,086,369
+35,295
344
$126M 0.04%
4,572,035
+146,222
345
$126M 0.04%
1,267,065
+15,733
346
$126M 0.04%
2,071,266
-148,395
347
$126M 0.04%
1,280,593
-206,530
348
$125M 0.04%
1,168,331
+288,941
349
$125M 0.04%
921,523
+30,973
350
$124M 0.04%
937,460
-12,253
12 13
14
15 16