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
5926
$28K ﹤0.01%
+2,850
5927
$28K ﹤0.01%
2,628
+1,959
5928
$28K ﹤0.01%
+1,570
5929
$28K ﹤0.01%
202
+159
5930
$28K ﹤0.01%
665
-1,311
5931
$28K ﹤0.01%
1,417
-4,837
5932
$28K ﹤0.01%
780
-8,328
5933
$28K ﹤0.01%
5,834
+4,049
5934
$28K ﹤0.01%
5,776
-2,870
5935
$28K ﹤0.01%
892
+238
5936
$28K ﹤0.01%
2,756
+1,252
5937
$28K ﹤0.01%
2,754
+967
5938
$28K ﹤0.01%
2,431
-4,100
5939
$28K ﹤0.01%
2,728
+986
5940
$28K ﹤0.01%
+981
5941
$27K ﹤0.01%
1,601
-625
5942
$27K ﹤0.01%
2,979
+2,725
5943
$27K ﹤0.01%
2,511
+860
5944
$27K ﹤0.01%
81
-3
5945
$27K ﹤0.01%
4,687
-10,688
5946
$27K ﹤0.01%
+1,993
5947
$27K ﹤0.01%
7,815
+6,504
5948
$27K ﹤0.01%
994
+900
5949
$27K ﹤0.01%
2,669
+1,294
5950
$27K ﹤0.01%
205
+202
236 237
238
239 240