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
3826
$447K ﹤0.01%
1,885
-1,082
3827
$447K ﹤0.01%
4,915
-6,926
3828
$446K ﹤0.01%
5,933
-7,113
3829
$444K ﹤0.01%
47,657
-67,883
3830
$444K ﹤0.01%
12,160
+4,184
3831
$443K ﹤0.01%
4,443
-25,242
3832
$443K ﹤0.01%
42,660
+290
3833
$443K ﹤0.01%
26,703
-2,431
3834
$442K ﹤0.01%
25,270
-1,166
3835
$442K ﹤0.01%
+699
3836
$441K ﹤0.01%
19,086
+9,578
3837
$441K ﹤0.01%
4,539
-34,821
3838
$440K ﹤0.01%
73,443
+70,839
3839
$440K ﹤0.01%
9,455
-408
3840
$439K ﹤0.01%
15,015
+4,518
3841
$439K ﹤0.01%
26,060
-30
3842
$439K ﹤0.01%
12,554
+1,760
3843
$439K ﹤0.01%
5,543
+1,151
3844
$438K ﹤0.01%
10,115
-9,450
3845
$437K ﹤0.01%
39,024
+3,048
3846
$437K ﹤0.01%
66,352
-164,191
3847
$436K ﹤0.01%
26,728
-1,089
3848
$436K ﹤0.01%
16,087
-4,643
3849
$435K ﹤0.01%
35,928
-7,798
3850
$435K ﹤0.01%
4,782
-2,922
152 153
154
155 156