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
3501
$721K ﹤0.01%
30,021
-236
3502
$721K ﹤0.01%
6,728
-7,906
3503
$719K ﹤0.01%
19,394
-9,760
3504
$717K ﹤0.01%
19,089
-5,929
3505
$716K ﹤0.01%
50,928
+2,613
3506
$715K ﹤0.01%
1,517
+63
3507
$714K ﹤0.01%
+255,749
3508
$714K ﹤0.01%
19,834
-8,708
3509
$713K ﹤0.01%
18,029
+17,895
3510
$712K ﹤0.01%
25,393
-718
3511
$712K ﹤0.01%
15,930
-32,353
3512
$711K ﹤0.01%
106,515
+5,413
3513
$707K ﹤0.01%
16,598
+15,075
3514
$704K ﹤0.01%
8,383
-17,857
3515
$704K ﹤0.01%
46,422
+2,836
3516
$700K ﹤0.01%
11,720
-63,941
3517
$699K ﹤0.01%
19,621
+3,305
3518
$695K ﹤0.01%
31,634
+915
3519
$694K ﹤0.01%
16,616
-583
3520
$692K ﹤0.01%
53,331
-36,643
3521
$690K ﹤0.01%
9,799
-4,949
3522
$690K ﹤0.01%
25,706
-14,443
3523
$689K ﹤0.01%
40,259
+9,277
3524
$689K ﹤0.01%
44,008
+28,183
3525
$689K ﹤0.01%
157,064
+67,007
139 140
141
142 143