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
476
$76.3M 0.02%
506,913
+111,743
477
$75.7M 0.02%
4,730,001
+567,967
478
$75.2M 0.02%
914,102
-71,152
479
$74.7M 0.02%
946,556
-430,769
480
$74.6M 0.02%
3,607,902
-1,130,974
481
$74.3M 0.02%
1,942,587
+575,100
482
$74.3M 0.02%
1,606,209
-142,955
483
$74.1M 0.02%
553,707
+179,833
484
$74M 0.02%
1,541,929
+572,202
485
$73.8M 0.02%
966,754
-4,873
486
$73.8M 0.02%
540,457
+81,450
487
$73.4M 0.02%
3,655,443
+2,560,325
488
$73.1M 0.02%
963,186
+114,975
489
$73M 0.02%
1,910,147
-238,256
490
$72.8M 0.02%
586,015
-19,811
491
$72.5M 0.02%
555,855
-89,203
492
$72.5M 0.02%
370,386
+48,993
493
$72.3M 0.02%
800,480
+104,087
494
$72.2M 0.02%
488,339
+34,873
495
$72.2M 0.02%
351,754
+39,777
496
$72.1M 0.02%
427,814
+136,770
497
$71.6M 0.02%
3,053,785
+6,088
498
$71.3M 0.02%
667,254
-453,950
499
$71.2M 0.02%
912,715
-30,785
500
$71.2M 0.02%
1,192,994
-14,170
18 19
20
21 22