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
426
$91.2M 0.03%
1,699,647
+232,079
427
$91M 0.03%
1,395,021
-547
428
$90.4M 0.03%
1,970,537
-162,968
429
$90.3M 0.03%
448,044
+9,852
430
$90.2M 0.03%
816,040
+13,277
431
$89.6M 0.03%
175,413
-22,075
432
$89M 0.03%
475,604
-9,023
433
$88.7M 0.03%
2,175,945
-346,900
434
$88.6M 0.03%
572,891
-337,351
435
$88.6M 0.03%
2,165,677
+105,826
436
$88.5M 0.03%
409,509
-30,716
437
$88.4M 0.03%
1,957,527
-13,950
438
$88.1M 0.03%
157,727
-760
439
$88M 0.03%
1,640,349
+83,739
440
$87.8M 0.03%
2,191,786
+164,648
441
$87.7M 0.03%
967,920
+193,847
442
$86.8M 0.03%
556,219
+87,664
443
$86.8M 0.03%
669,660
+248,603
444
$86.6M 0.03%
1,515,776
-226,904
445
$86.4M 0.03%
270,984
-47,414
446
$86.1M 0.03%
3,678,566
-69,958
447
$86M 0.03%
2,514,598
+423,490
448
$85.9M 0.03%
1,034,089
+95,318
449
$85.8M 0.03%
1,654,862
+169,953
450
$85.4M 0.03%
39,042
-6,250
16 17
18
19 20