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
3476
$738K ﹤0.01%
6,873
+2,572
3477
$738K ﹤0.01%
113,084
-151,385
3478
$737K ﹤0.01%
25,719
-16,022
3479
$736K ﹤0.01%
34,382
+5,448
3480
$735K ﹤0.01%
37,048
-18
3481
$735K ﹤0.01%
28,422
-2,357
3482
$734K ﹤0.01%
50,690
+46,305
3483
$734K ﹤0.01%
8,686
-12,119
3484
$734K ﹤0.01%
32,683
-43,563
3485
$734K ﹤0.01%
9,093
+2,692
3486
$733K ﹤0.01%
51,090
+20,373
3487
$733K ﹤0.01%
28,558
-720
3488
$732K ﹤0.01%
31,984
+2,148
3489
$732K ﹤0.01%
72,888
+61,587
3490
$730K ﹤0.01%
15,378
+7,444
3491
$729K ﹤0.01%
65,445
-6,961
3492
$728K ﹤0.01%
74,229
-14,737
3493
$728K ﹤0.01%
17,914
-112
3494
$727K ﹤0.01%
52,584
-68,638
3495
$726K ﹤0.01%
43,192
+5,167
3496
$725K ﹤0.01%
30,916
+15,634
3497
$724K ﹤0.01%
9,359
+500
3498
$723K ﹤0.01%
18,168
-93
3499
$722K ﹤0.01%
32,008
-11,457
3500
$721K ﹤0.01%
3,937
+405
138 139
140
141 142