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
3551
$669K ﹤0.01%
27,906
+23,852
3552
$668K ﹤0.01%
23,696
-26,009
3553
$668K ﹤0.01%
14,143
+9,768
3554
$668K ﹤0.01%
16,999
+3,227
3555
$667K ﹤0.01%
5,628
-3,075
3556
$666K ﹤0.01%
76,203
+1,162
3557
$664K ﹤0.01%
79,893
-3,854
3558
$662K ﹤0.01%
153,568
+32,089
3559
$661K ﹤0.01%
12,454
-36,998
3560
$660K ﹤0.01%
13,131
-483
3561
$658K ﹤0.01%
5,087
-88
3562
$657K ﹤0.01%
13,592
+501
3563
$656K ﹤0.01%
11,231
-38,569
3564
$654K ﹤0.01%
4,904
+979
3565
$652K ﹤0.01%
10,036
3566
$650K ﹤0.01%
16,915
-2,123
3567
$649K ﹤0.01%
74,019
-61,351
3568
$648K ﹤0.01%
53,837
+1,948
3569
$647K ﹤0.01%
16,245
-354
3570
$646K ﹤0.01%
39,499
+11,307
3571
$645K ﹤0.01%
11,346
-11,524
3572
$645K ﹤0.01%
94
+55
3573
$643K ﹤0.01%
10,181
+1,780
3574
$643K ﹤0.01%
11,574
-394
3575
$643K ﹤0.01%
8,249
-33,543
141 142
143
144 145