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
5001
$80K ﹤0.01%
2,714
+2,193
5002
$80K ﹤0.01%
4,358
+3,898
5003
$80K ﹤0.01%
2,874
+1,708
5004
$80K ﹤0.01%
10,900
+344
5005
$80K ﹤0.01%
3,172
-1,790
5006
$80K ﹤0.01%
8,688
+712
5007
$80K ﹤0.01%
2,790
+808
5008
$80K ﹤0.01%
12,757
-222
5009
$79K ﹤0.01%
+1,655
5010
$79K ﹤0.01%
3,157
-3,788
5011
$79K ﹤0.01%
2,696
+656
5012
$79K ﹤0.01%
1,088
+1,078
5013
$79K ﹤0.01%
3,242
-4,937
5014
$79K ﹤0.01%
206
-23
5015
$79K ﹤0.01%
9,760
+2,852
5016
$79K ﹤0.01%
+2,432
5017
$79K ﹤0.01%
26,449
+10,243
5018
$78K ﹤0.01%
3,024
+1,045
5019
$78K ﹤0.01%
3,431
-10,540
5020
$78K ﹤0.01%
1,817
-23,569
5021
$78K ﹤0.01%
3,429
+343
5022
$78K ﹤0.01%
10,823
-18,192
5023
$78K ﹤0.01%
2,350
-1,199
5024
$78K ﹤0.01%
1,866
+647
5025
$77K ﹤0.01%
7,115
-3,833
199 200
201
202 203