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
3701
$536K ﹤0.01%
36,359
+13,702
3702
$535K ﹤0.01%
36,355
+5,233
3703
$534K ﹤0.01%
+19,011
3704
$529K ﹤0.01%
10,842
+4,674
3705
$529K ﹤0.01%
12,958
-6,504
3706
$529K ﹤0.01%
62,510
+18,102
3707
$528K ﹤0.01%
26,650
-61,604
3708
$528K ﹤0.01%
15,427
-26,705
3709
$527K ﹤0.01%
63,640
+2,903
3710
$527K ﹤0.01%
89,018
-2,390
3711
$526K ﹤0.01%
31,365
-63,445
3712
$526K ﹤0.01%
20,811
-34,506
3713
$525K ﹤0.01%
41,371
+34,071
3714
$525K ﹤0.01%
11,216
+2,000
3715
$525K ﹤0.01%
7,503
+7,340
3716
$525K ﹤0.01%
12,138
+1,040
3717
$524K ﹤0.01%
138,356
-189,925
3718
$524K ﹤0.01%
8,268
-6,005
3719
$524K ﹤0.01%
20,991
-11,715
3720
$524K ﹤0.01%
6,558
-1,059
3721
$523K ﹤0.01%
2,982
+1,308
3722
$521K ﹤0.01%
38,219
+6,356
3723
$521K ﹤0.01%
19,857
+3,299
3724
$521K ﹤0.01%
20,612
-19,954
3725
$520K ﹤0.01%
11,211
-4,256
147 148
149
150 151