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
401
$101M 0.03%
1,963,246
-185,253
402
$99.9M 0.03%
2,319,764
+907,642
403
$99.8M 0.03%
1,574,043
-640,253
404
$99.7M 0.03%
124,183
-32,595
405
$99M 0.03%
3,231,398
-359,527
406
$98.8M 0.03%
1,268,587
+155,801
407
$98.8M 0.03%
502,861
+16,022
408
$98.7M 0.03%
2,683,465
+55,871
409
$98M 0.03%
236,128
+42,943
410
$97.7M 0.03%
2,989,048
-260,195
411
$97.4M 0.03%
414,414
-51,919
412
$97.1M 0.03%
409,384
+96,271
413
$96.6M 0.03%
2,012,168
-1,191,969
414
$96.6M 0.03%
133,836
-1,312
415
$95.4M 0.03%
1,860,135
+81,881
416
$94.8M 0.03%
1,017,595
+25,253
417
$94.7M 0.03%
3,593,872
+760,291
418
$94.4M 0.03%
880,327
+89,037
419
$93.8M 0.03%
1,090,182
+16,676
420
$93.8M 0.03%
521,169
+39,193
421
$93.7M 0.03%
199,256
+12,565
422
$93.6M 0.03%
168,275
+9,639
423
$93.1M 0.03%
1,276,652
+398,535
424
$93.1M 0.03%
3,936,269
+1,444,518
425
$91.3M 0.03%
206,181
+8,416
15 16
17
18 19