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
3751
$504K ﹤0.01%
18,914
-12,698
3752
$502K ﹤0.01%
74,909
+12,632
3753
$502K ﹤0.01%
14,128
-2,578
3754
$499K ﹤0.01%
10,288
-40,361
3755
$498K ﹤0.01%
13,552
-4,875
3756
$496K ﹤0.01%
10,497
-10,894
3757
$496K ﹤0.01%
56,514
+30,445
3758
$496K ﹤0.01%
83,175
-225
3759
$494K ﹤0.01%
55,788
-27,587
3760
$494K ﹤0.01%
7,607
-37,078
3761
$494K ﹤0.01%
1,272
-2,836
3762
$494K ﹤0.01%
126,308
+4,308
3763
$493K ﹤0.01%
8,403
+946
3764
$493K ﹤0.01%
61,925
-902
3765
$491K ﹤0.01%
26,090
-2,136
3766
$491K ﹤0.01%
49,041
+471
3767
$490K ﹤0.01%
45,853
+18,676
3768
$490K ﹤0.01%
105,526
-917,801
3769
$489K ﹤0.01%
14,712
-12,144
3770
$488K ﹤0.01%
11,642
-8,407
3771
$488K ﹤0.01%
15,118
+12,863
3772
$487K ﹤0.01%
23,211
+10,846
3773
$487K ﹤0.01%
6,245
+584
3774
$486K ﹤0.01%
20,494
-1,468
3775
$485K ﹤0.01%
11,014
-15,216
149 150
151
152 153