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
3851
$435K ﹤0.01%
21,022
+13,175
3852
$435K ﹤0.01%
7,746
-4,410
3853
$434K ﹤0.01%
6,176
+1,087
3854
$432K ﹤0.01%
17,926
+14,626
3855
$431K ﹤0.01%
72,053
-5,167
3856
$430K ﹤0.01%
12,072
-705
3857
$430K ﹤0.01%
42,981
+90
3858
$430K ﹤0.01%
58,986
+18,417
3859
$430K ﹤0.01%
30,091
+7,114
3860
$428K ﹤0.01%
10,094
-5,650
3861
$428K ﹤0.01%
42,609
-634
3862
$427K ﹤0.01%
24,717
-4,724
3863
$427K ﹤0.01%
13,869
-907
3864
$426K ﹤0.01%
4,713
-10,040
3865
$426K ﹤0.01%
3,702
-10,723
3866
$425K ﹤0.01%
29,329
+21,596
3867
$424K ﹤0.01%
17,285
+6,856
3868
$423K ﹤0.01%
2,179
-2,854
3869
$423K ﹤0.01%
26,857
+300
3870
$423K ﹤0.01%
8,791
+1,530
3871
$422K ﹤0.01%
60,365
+21,596
3872
$422K ﹤0.01%
10,445
-10,665
3873
$421K ﹤0.01%
19,406
+7,599
3874
$421K ﹤0.01%
611
-207
3875
$419K ﹤0.01%
5,093
-37,236
153 154
155
156 157