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
3876
$418K ﹤0.01%
9,184
-25,103
3877
$418K ﹤0.01%
28,334
-1,614
3878
$418K ﹤0.01%
62,013
-28,602
3879
$417K ﹤0.01%
2,493
+2,253
3880
$417K ﹤0.01%
20,446
+5,091
3881
$416K ﹤0.01%
24,643
+7,438
3882
$416K ﹤0.01%
23,237
-25,893
3883
$415K ﹤0.01%
16,046
+5,907
3884
$415K ﹤0.01%
15,736
+1,389
3885
$415K ﹤0.01%
15,663
-5,188
3886
$414K ﹤0.01%
110,373
-201,877
3887
$414K ﹤0.01%
5,616
-18,263
3888
$413K ﹤0.01%
999
-4,484
3889
$411K ﹤0.01%
41,728
-6,402
3890
$409K ﹤0.01%
50,990
-87,815
3891
$407K ﹤0.01%
17,894
+10,080
3892
$405K ﹤0.01%
12,042
+2,700
3893
$405K ﹤0.01%
49,792
+19,092
3894
$404K ﹤0.01%
82,278
+4,082
3895
$403K ﹤0.01%
102,498
-692
3896
$402K ﹤0.01%
9,647
+1,767
3897
$400K ﹤0.01%
4,588
-2,806
3898
$400K ﹤0.01%
18,738
+4,614
3899
$400K ﹤0.01%
13,073
-526
3900
$399K ﹤0.01%
10,973
-15,641
154 155
156
157 158