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
551
$62.8M 0.02%
1,205,260
-18,191
552
$62.6M 0.02%
408,991
+72,054
553
$62.6M 0.02%
1,632,270
-751,889
554
$62.5M 0.02%
811,998
+29,770
555
$62.5M 0.02%
942,952
+99,278
556
$62.2M 0.02%
1,139,285
-48,365
557
$62.1M 0.02%
1,359,772
+400,544
558
$62M 0.02%
1,059,610
-19,733
559
$62M 0.02%
154,220
+61,342
560
$61.9M 0.02%
1,476,120
+9,878
561
$61.8M 0.02%
770,548
-182,090
562
$61.8M 0.02%
383,348
-126,354
563
$61.6M 0.02%
555,454
+86,105
564
$61.6M 0.02%
748,199
+93,502
565
$61.3M 0.02%
791,934
+5,924
566
$60.9M 0.02%
426,736
+26,167
567
$60.4M 0.02%
565,600
+59,180
568
$60.4M 0.02%
1,923,656
+88,588
569
$60.2M 0.02%
1,286,074
+750,599
570
$60.1M 0.02%
1,847,820
+115,010
571
$59.8M 0.02%
1,348,002
-219,072
572
$59.7M 0.02%
246,332
+5,732
573
$59.7M 0.02%
885,181
+75,364
574
$59.4M 0.02%
586,090
+31,716
575
$59.1M 0.02%
969,912
-9,139
21 22
23
24 25