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
451
$84.7M 0.03%
1,027,397
-2,706,072
452
$84.1M 0.03%
764,548
+1,647
453
$84M 0.03%
1,386,160
-155,321
454
$83.4M 0.03%
285,744
+124,244
455
$83M 0.03%
451,615
+129,976
456
$82.8M 0.03%
239,209
+40,143
457
$81.8M 0.03%
4,497,458
+134,089
458
$81.7M 0.03%
2,244,579
-740,092
459
$81.3M 0.03%
1,241,026
-869,636
460
$81M 0.03%
1,154,014
+129,391
461
$80.8M 0.03%
221,482
-7,735
462
$80.7M 0.03%
1,218,504
-76,674
463
$80.1M 0.03%
2,091,644
+930,691
464
$79.5M 0.03%
468,158
-16,753
465
$79.4M 0.03%
2,253,306
-298,030
466
$78.6M 0.03%
1,159,697
-334,610
467
$78.6M 0.03%
3,669,381
-495,325
468
$78.5M 0.03%
586,162
-1,260
469
$78.2M 0.03%
540,734
-33,553
470
$77.5M 0.03%
200,342
+3,761
471
$77.5M 0.03%
1,496,714
+269,399
472
$77.4M 0.03%
3,749,319
-1,231,470
473
$76.9M 0.02%
886,254
-21,817
474
$76.8M 0.02%
1,841,860
+166,522
475
$76.7M 0.02%
562,338
-22,420
17 18
19
20 21