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
4551
$148K ﹤0.01%
5,691
-1,600
4552
$148K ﹤0.01%
4,621
-1,925
4553
$148K ﹤0.01%
+3,461
4554
$147K ﹤0.01%
2,282
+1,904
4555
$147K ﹤0.01%
2,225
+505
4556
$147K ﹤0.01%
555
-728
4557
$147K ﹤0.01%
5,170
-11,743
4558
$147K ﹤0.01%
17,088
-58,893
4559
$147K ﹤0.01%
6,419
-60,185
4560
$147K ﹤0.01%
5,099
-8,235
4561
$147K ﹤0.01%
6,030
-2,842
4562
$147K ﹤0.01%
9,453
+4,162
4563
$147K ﹤0.01%
2,878
+116
4564
$147K ﹤0.01%
7,798
-12,679
4565
$146K ﹤0.01%
9,947
+2,055
4566
$146K ﹤0.01%
16,585
-16,392
4567
$145K ﹤0.01%
17,244
-9,414
4568
$145K ﹤0.01%
12,287
4569
$145K ﹤0.01%
1,443
-983
4570
$145K ﹤0.01%
14,454
+3,298
4571
$145K ﹤0.01%
3,004
-20,300
4572
$145K ﹤0.01%
5,500
-4,484
4573
$144K ﹤0.01%
+3,260
4574
$144K ﹤0.01%
13,229
+11,229
4575
$144K ﹤0.01%
6,384
-13,916
181 182
183
184 185