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
3801
$463K ﹤0.01%
22,285
-4,355
3802
$463K ﹤0.01%
1,722
-997
3803
$463K ﹤0.01%
10,384
-12,965
3804
$460K ﹤0.01%
16,657
+15,980
3805
$460K ﹤0.01%
7,768
-110
3806
$459K ﹤0.01%
15,766
+303
3807
$459K ﹤0.01%
87,212
-42,050
3808
$459K ﹤0.01%
3,607
-798
3809
$458K ﹤0.01%
4,500
-3,697
3810
$458K ﹤0.01%
10,207
-5,064
3811
$458K ﹤0.01%
45,649
-616
3812
$456K ﹤0.01%
6,240
-4,161
3813
$456K ﹤0.01%
8,624
-7,403
3814
$456K ﹤0.01%
174,128
-1,416
3815
$455K ﹤0.01%
95,578
-94,234
3816
$455K ﹤0.01%
16,759
-25,972
3817
$455K ﹤0.01%
11,267
-13,092
3818
$455K ﹤0.01%
11,574
+6,962
3819
$454K ﹤0.01%
7,395
+5,164
3820
$453K ﹤0.01%
13,071
-23,391
3821
$452K ﹤0.01%
19,762
-31,755
3822
$451K ﹤0.01%
4,791
-14,734
3823
$451K ﹤0.01%
17,228
-56,699
3824
$450K ﹤0.01%
1,680
+1,265
3825
$449K ﹤0.01%
78,564
-60,506
151 152
153
154 155