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
3676
$551K ﹤0.01%
23,112
+429
3677
$550K ﹤0.01%
8,767
-33,401
3678
$550K ﹤0.01%
15,333
-17,293
3679
$550K ﹤0.01%
30,651
+9,642
3680
$548K ﹤0.01%
57,327
-104,215
3681
$545K ﹤0.01%
36,963
+2,057
3682
$544K ﹤0.01%
35,568
-22,760
3683
$544K ﹤0.01%
+20,757
3684
$542K ﹤0.01%
+14,752
3685
$542K ﹤0.01%
33,828
-5,306
3686
$541K ﹤0.01%
7,868
-27,708
3687
$541K ﹤0.01%
22,145
-11,691
3688
$541K ﹤0.01%
43,409
+15,413
3689
$541K ﹤0.01%
5,571
-9,220
3690
$540K ﹤0.01%
21,067
+17,567
3691
$540K ﹤0.01%
51,443
-18,259
3692
$540K ﹤0.01%
35,753
-2,481
3693
$539K ﹤0.01%
9,711
-21,021
3694
$539K ﹤0.01%
12,161
-62,052
3695
$538K ﹤0.01%
38,749
+3,081
3696
$538K ﹤0.01%
+17,199
3697
$537K ﹤0.01%
31,075
+4,177
3698
$537K ﹤0.01%
10,146
-25,670
3699
$537K ﹤0.01%
2,676
-8,770
3700
$537K ﹤0.01%
5,671
-22,380
146 147
148
149 150