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
4576
$144K ﹤0.01%
4,632
-4,693
4577
$144K ﹤0.01%
14,750
-13,218
4578
$144K ﹤0.01%
9,469
+8,669
4579
$144K ﹤0.01%
14,150
-1,712
4580
$143K ﹤0.01%
4,242
-11,073
4581
$143K ﹤0.01%
16,042
-43,536
4582
$142K ﹤0.01%
11,550
-316
4583
$142K ﹤0.01%
888
-1,290
4584
$142K ﹤0.01%
2,471
+1,802
4585
$142K ﹤0.01%
6,623
-20,452
4586
$141K ﹤0.01%
200
-30
4587
$141K ﹤0.01%
7,065
+2,061
4588
$140K ﹤0.01%
7,836
-5,259
4589
$140K ﹤0.01%
7,512
+573
4590
$140K ﹤0.01%
2,004
-6,142
4591
$140K ﹤0.01%
10,067
-2,555
4592
$140K ﹤0.01%
19,446
-131,997
4593
$139K ﹤0.01%
11,367
-31,822
4594
$139K ﹤0.01%
2,091
+2,034
4595
$139K ﹤0.01%
7,500
-252
4596
$138K ﹤0.01%
21,917
+878
4597
$138K ﹤0.01%
+2,743
4598
$138K ﹤0.01%
9,755
+1,613
4599
$137K ﹤0.01%
+2,614
4600
$137K ﹤0.01%
2,008
-35,379
182 183
184
185 186