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
3951
$368K ﹤0.01%
20,840
+11,285
3952
$366K ﹤0.01%
7,985
-2,593
3953
$366K ﹤0.01%
39,194
+2,321
3954
$365K ﹤0.01%
48,130
-49,172
3955
$364K ﹤0.01%
19,056
+4,650
3956
$364K ﹤0.01%
14,042
-1,158
3957
$364K ﹤0.01%
25,404
+534
3958
$363K ﹤0.01%
+23,278
3959
$363K ﹤0.01%
81,571
+15,268
3960
$363K ﹤0.01%
1,505
-190
3961
$362K ﹤0.01%
2,083
+84
3962
$361K ﹤0.01%
33,058
+20,295
3963
$361K ﹤0.01%
6,660
+6,159
3964
$361K ﹤0.01%
7,415
-15,618
3965
$359K ﹤0.01%
3,400
-823
3966
$357K ﹤0.01%
26,681
+24,898
3967
$357K ﹤0.01%
7,006
-7,865
3968
$357K ﹤0.01%
786
-2,337
3969
$356K ﹤0.01%
18,491
-33,334
3970
$355K ﹤0.01%
4,642
-829
3971
$355K ﹤0.01%
30,816
-812
3972
$354K ﹤0.01%
5,851
-1,716
3973
$353K ﹤0.01%
11,535
-95,989
3974
$352K ﹤0.01%
2,308
-5,964
3975
$352K ﹤0.01%
+35,200
157 158
159
160 161