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
3776
$483K ﹤0.01%
50,300
-500
3777
$481K ﹤0.01%
48,795
-140,223
3778
$481K ﹤0.01%
41,554
-58,127
3779
$480K ﹤0.01%
14,471
-3,788
3780
$479K ﹤0.01%
19,561
-13,313
3781
$479K ﹤0.01%
+43,239
3782
$478K ﹤0.01%
36,818
-2,070
3783
$477K ﹤0.01%
37,120
3784
$476K ﹤0.01%
14,888
-20,096
3785
$474K ﹤0.01%
57,200
-19,488
3786
$473K ﹤0.01%
+15,971
3787
$472K ﹤0.01%
18,542
+4,208
3788
$471K ﹤0.01%
20,106
-37,299
3789
$470K ﹤0.01%
17,521
+5,480
3790
$469K ﹤0.01%
12,014
+341
3791
$469K ﹤0.01%
4,688
+3,151
3792
$468K ﹤0.01%
48,209
-7,129
3793
$467K ﹤0.01%
14,692
3794
$467K ﹤0.01%
28,680
+21,396
3795
$466K ﹤0.01%
29,899
+4,669
3796
$466K ﹤0.01%
13,898
-13,318
3797
$465K ﹤0.01%
3,303
-245
3798
$465K ﹤0.01%
16,417
-1,194
3799
$464K ﹤0.01%
25,765
-226,096
3800
$464K ﹤0.01%
13,743
-2,786
150 151
152
153 154