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
4076
$302K ﹤0.01%
35,655
-25,744
4077
$301K ﹤0.01%
1,221
-88
4078
$300K ﹤0.01%
2,225
+1,344
4079
$300K ﹤0.01%
11,450
+10,105
4080
$300K ﹤0.01%
1,433
-16,850
4081
$300K ﹤0.01%
4,509
+2,855
4082
$300K ﹤0.01%
6,879
-191,488
4083
$299K ﹤0.01%
14,190
-35,769
4084
$298K ﹤0.01%
29,251
+425
4085
$297K ﹤0.01%
29,611
-950
4086
$296K ﹤0.01%
6,154
+239
4087
$295K ﹤0.01%
3,280
-39
4088
$294K ﹤0.01%
12,072
-25,634
4089
$294K ﹤0.01%
5,982
+1,300
4090
$293K ﹤0.01%
5,075
-3,688
4091
$293K ﹤0.01%
1,275
-2,545
4092
$292K ﹤0.01%
+7,295
4093
$291K ﹤0.01%
8,902
-7,260
4094
$290K ﹤0.01%
10,317
-17,039
4095
$289K ﹤0.01%
7,445
+5,823
4096
$289K ﹤0.01%
11,855
-15,080
4097
$289K ﹤0.01%
28,995
+20,537
4098
$289K ﹤0.01%
65,094
+61,253
4099
$289K ﹤0.01%
28,971
-4,103
4100
$289K ﹤0.01%
8,541
-12,751
162 163
164
165 166