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
3926
$379K ﹤0.01%
29,469
-22,038
3927
$379K ﹤0.01%
7,369
-1,452
3928
$379K ﹤0.01%
27,388
+8,464
3929
$378K ﹤0.01%
3,826
-4,071
3930
$377K ﹤0.01%
7,285
-10,513
3931
$377K ﹤0.01%
6,293
-3,866
3932
$377K ﹤0.01%
21,483
-25,414
3933
$377K ﹤0.01%
9,117
-57,358
3934
$377K ﹤0.01%
82
+81
3935
$376K ﹤0.01%
15,891
-3,421
3936
$376K ﹤0.01%
24,774
-972
3937
$375K ﹤0.01%
17,365
-12,068
3938
$375K ﹤0.01%
9,430
-683
3939
$374K ﹤0.01%
52,601
-64,395
3940
$374K ﹤0.01%
15,000
3941
$373K ﹤0.01%
26,093
-4,846
3942
$373K ﹤0.01%
10,195
-30,866
3943
$373K ﹤0.01%
21,678
+590
3944
$372K ﹤0.01%
31,480
+2,900
3945
$371K ﹤0.01%
4,917
-482
3946
$371K ﹤0.01%
6,893
-1,950
3947
$371K ﹤0.01%
3,251
-3,993
3948
$370K ﹤0.01%
19,459
-14,641
3949
$369K ﹤0.01%
2,686
-12,708
3950
$369K ﹤0.01%
48,240
-5,870
156 157
158
159 160