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
501
$70.9M 0.02%
3,200,607
+939,423
502
$70.6M 0.02%
553,593
-47,477
503
$70.5M 0.02%
1,522,704
+264,153
504
$70.3M 0.02%
1,409,627
+279,614
505
$70M 0.02%
607,210
-51,410
506
$69.5M 0.02%
113,742
+63,607
507
$69.4M 0.02%
264,400
+4,017
508
$69.3M 0.02%
1,017,043
+465,834
509
$69M 0.02%
1,114,193
-159,462
510
$69M 0.02%
434,056
-29,817
511
$69M 0.02%
1,551,490
-55,069
512
$68.8M 0.02%
568,987
-25,463
513
$68.7M 0.02%
1,415,898
+227,723
514
$68.6M 0.02%
306,574
+22,845
515
$68.6M 0.02%
282,997
+17,791
516
$68.4M 0.02%
727,990
+22,834
517
$68.2M 0.02%
2,647,153
+898,550
518
$68.1M 0.02%
2,612,460
+141,590
519
$68.1M 0.02%
1,295,737
+4,397
520
$67.9M 0.02%
969,379
-47,340
521
$67.6M 0.02%
2,162,179
-105,753
522
$67M 0.02%
1,020,536
+22,431
523
$67M 0.02%
1,548,121
-900,265
524
$66.8M 0.02%
1,278,415
+99,546
525
$66.7M 0.02%
1,398,548
-64,993
19 20
21
22 23