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
4151
$265K ﹤0.01%
4,927
+2,611
4152
$264K ﹤0.01%
25,704
-1,756
4153
$264K ﹤0.01%
33,482
-35,483
4154
$264K ﹤0.01%
17,680
-3,827
4155
$264K ﹤0.01%
32,401
-1,216
4156
$263K ﹤0.01%
7,704
-117
4157
$262K ﹤0.01%
17,477
+235
4158
$262K ﹤0.01%
26,439
+1,368
4159
$261K ﹤0.01%
3,075
-17,917
4160
$261K ﹤0.01%
23,129
+3,259
4161
$260K ﹤0.01%
11,222
-18,948
4162
$259K ﹤0.01%
4,738
-14,210
4163
$259K ﹤0.01%
38,747
-36,526
4164
$259K ﹤0.01%
10,702
-5,824
4165
$259K ﹤0.01%
5,196
-12,814
4166
$259K ﹤0.01%
8,507
+3,427
4167
$259K ﹤0.01%
29,557
+1,771
4168
$258K ﹤0.01%
5,263
+1,274
4169
$256K ﹤0.01%
32,551
+12,722
4170
$256K ﹤0.01%
+13,624
4171
$255K ﹤0.01%
10,301
-18,308
4172
$255K ﹤0.01%
945
-91
4173
$255K ﹤0.01%
1,499
-5,433
4174
$254K ﹤0.01%
8,624
-256
4175
$254K ﹤0.01%
13,652
+2,633
165 166
167
168 169