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
5051
$74K ﹤0.01%
238
+71
5052
$74K ﹤0.01%
2,884
-9,641
5053
$74K ﹤0.01%
4,000
5054
$74K ﹤0.01%
2,281
-384
5055
$74K ﹤0.01%
2,083
+1,315
5056
$74K ﹤0.01%
1,751
+555
5057
$74K ﹤0.01%
3,553
-1,713
5058
$74K ﹤0.01%
1,500
5059
$73K ﹤0.01%
+2,058
5060
$73K ﹤0.01%
1,102
+937
5061
$73K ﹤0.01%
159
+98
5062
$73K ﹤0.01%
1,342
+1,006
5063
$73K ﹤0.01%
+2,814
5064
$73K ﹤0.01%
1,300
-4,564
5065
$72K ﹤0.01%
1,022
-467
5066
$72K ﹤0.01%
3,491
-37,074
5067
$72K ﹤0.01%
2,295
+1,424
5068
$72K ﹤0.01%
3,703
+3,278
5069
$72K ﹤0.01%
4,200
-2,734
5070
$72K ﹤0.01%
+150
5071
$72K ﹤0.01%
9,200
-4,188
5072
$72K ﹤0.01%
5,728
+337
5073
$72K ﹤0.01%
16,894
+10,256
5074
$72K ﹤0.01%
890
5075
$71K ﹤0.01%
2,589
-1,052
201 202
203
204 205