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
4926
$89K ﹤0.01%
2,758
+1,668
4927
$89K ﹤0.01%
1,345
-203
4928
$89K ﹤0.01%
+2,182
4929
$89K ﹤0.01%
+29
4930
$89K ﹤0.01%
29,315
-3,335
4931
$89K ﹤0.01%
4,194
-99,425
4932
$88K ﹤0.01%
2,756
+1,873
4933
$88K ﹤0.01%
1,174
-16
4934
$88K ﹤0.01%
19,106
+13,070
4935
$88K ﹤0.01%
2,777
-5,129
4936
$88K ﹤0.01%
3,887
-5,960
4937
$88K ﹤0.01%
3,929
-32,221
4938
$87K ﹤0.01%
+907
4939
$87K ﹤0.01%
2,883
+2,683
4940
$87K ﹤0.01%
4,097
-13,571
4941
$87K ﹤0.01%
2,315
-1,330
4942
$87K ﹤0.01%
+3,476
4943
$87K ﹤0.01%
6,453
-6,702
4944
$87K ﹤0.01%
3,640
-741
4945
$86K ﹤0.01%
2,978
+1,389
4946
$86K ﹤0.01%
1,852
+2
4947
$86K ﹤0.01%
1,648
+347
4948
$86K ﹤0.01%
11,505
-150,879
4949
$86K ﹤0.01%
3,993
+1,426
4950
$86K ﹤0.01%
5,645
+469
196 197
198
199 200