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
3726
$520K ﹤0.01%
43,532
-5,064
3727
$519K ﹤0.01%
109,071
+36,802
3728
$519K ﹤0.01%
51,373
+12,098
3729
$518K ﹤0.01%
19,533
-12,909
3730
$517K ﹤0.01%
7,085
-19,612
3731
$517K ﹤0.01%
50,688
+1,589
3732
$516K ﹤0.01%
4,579
+450
3733
$515K ﹤0.01%
22,507
-420
3734
$514K ﹤0.01%
45,909
-4,072
3735
$513K ﹤0.01%
28,676
+26,371
3736
$513K ﹤0.01%
+14,166
3737
$512K ﹤0.01%
21,672
+5,404
3738
$512K ﹤0.01%
7,377
-98,564
3739
$511K ﹤0.01%
42,545
+9,163
3740
$511K ﹤0.01%
241,157
+241,148
3741
$510K ﹤0.01%
10,956
-14,155
3742
$508K ﹤0.01%
12,159
-3,222
3743
$508K ﹤0.01%
8,704
-90,793
3744
$508K ﹤0.01%
24,328
+4,903
3745
$506K ﹤0.01%
14,682
-70,746
3746
$506K ﹤0.01%
50,805
+47,823
3747
$505K ﹤0.01%
26,881
+2,117
3748
$505K ﹤0.01%
63,092
-14,995
3749
$505K ﹤0.01%
8,922
-492
3750
$504K ﹤0.01%
25,518
+16,580
148 149
150
151 152