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
4226
$235K ﹤0.01%
9,633
-1,478
4227
$234K ﹤0.01%
4,901
+1,584
4228
$234K ﹤0.01%
6,911
-7,366
4229
$233K ﹤0.01%
16,117
-561
4230
$233K ﹤0.01%
8,240
-3,030
4231
$233K ﹤0.01%
15,498
-18,588
4232
$232K ﹤0.01%
7,824
-1,797
4233
$230K ﹤0.01%
22,365
-3,146
4234
$230K ﹤0.01%
9,588
+4,632
4235
$229K ﹤0.01%
5,940
-29,155
4236
$229K ﹤0.01%
5,211
-5,622
4237
$229K ﹤0.01%
22,370
+1,007
4238
$228K ﹤0.01%
2,294
-1,660
4239
$228K ﹤0.01%
8,928
-7,073
4240
$227K ﹤0.01%
67,961
-2,131
4241
$227K ﹤0.01%
14,712
-58,458
4242
$227K ﹤0.01%
5,377
-4,090
4243
$227K ﹤0.01%
11,628
+11,460
4244
$226K ﹤0.01%
2,936
+2,296
4245
$226K ﹤0.01%
5,451
+868
4246
$225K ﹤0.01%
6,760
-5,086
4247
$224K ﹤0.01%
5,400
+358
4248
$224K ﹤0.01%
15,552
-90
4249
$224K ﹤0.01%
15,638
-26,378
4250
$224K ﹤0.01%
9,147
+4,199
168 169
170
171 172