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
3626
$595K ﹤0.01%
36,114
+66
3627
$594K ﹤0.01%
10,118
-1,277
3628
$593K ﹤0.01%
64,750
-17,935
3629
$593K ﹤0.01%
32,349
-30,236
3630
$593K ﹤0.01%
4,297
-11,575
3631
$593K ﹤0.01%
30,792
-11,196
3632
$593K ﹤0.01%
6,951
-1,105
3633
$593K ﹤0.01%
24,866
-26,500
3634
$592K ﹤0.01%
6,078
-10,540
3635
$589K ﹤0.01%
4,894
-6,881
3636
$589K ﹤0.01%
5,335
-16,499
3637
$588K ﹤0.01%
17,880
-7,045
3638
$585K ﹤0.01%
8,293
-860
3639
$584K ﹤0.01%
9,542
-16,822
3640
$583K ﹤0.01%
42,426
+16,067
3641
$583K ﹤0.01%
219,314
-618,331
3642
$582K ﹤0.01%
34,086
-1,602
3643
$581K ﹤0.01%
9,572
-703
3644
$581K ﹤0.01%
123,994
-48,564
3645
$580K ﹤0.01%
4,476
-7,945
3646
$579K ﹤0.01%
1,515
-407
3647
$578K ﹤0.01%
10,574
-19,538
3648
$578K ﹤0.01%
25,457
+23,132
3649
$577K ﹤0.01%
9,854
+5,484
3650
$576K ﹤0.01%
22,111
-245
144 145
146
147 148