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
3526
$687K ﹤0.01%
12,466
-13,871
3527
$685K ﹤0.01%
48,442
+611
3528
$683K ﹤0.01%
122,971
-98,900
3529
$683K ﹤0.01%
105,440
-5,811
3530
$682K ﹤0.01%
6,970
-1,964
3531
$682K ﹤0.01%
8,382
-20,992
3532
$682K ﹤0.01%
13,442
+408
3533
$682K ﹤0.01%
20,061
+8,987
3534
$681K ﹤0.01%
35,768
+319
3535
$681K ﹤0.01%
+39,978
3536
$680K ﹤0.01%
49,575
+12,039
3537
$679K ﹤0.01%
20,313
-34,536
3538
$677K ﹤0.01%
8,870
-20,544
3539
$677K ﹤0.01%
15,469
-72,685
3540
$677K ﹤0.01%
7,122
+6,958
3541
$676K ﹤0.01%
54,371
-26,503
3542
$675K ﹤0.01%
17,914
-6,803
3543
$673K ﹤0.01%
47,597
-3,755
3544
$673K ﹤0.01%
39,890
-310
3545
$673K ﹤0.01%
19,893
-10,246
3546
$672K ﹤0.01%
18,175
3547
$671K ﹤0.01%
18,834
-19,164
3548
$671K ﹤0.01%
8,278
+1,848
3549
$670K ﹤0.01%
61,106
-217
3550
$670K ﹤0.01%
29,124
-16,481
140 141
142
143 144