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
576
$59M 0.02%
213,757
-26,448
577
$58.9M 0.02%
3,443,792
+355,329
578
$58.7M 0.02%
428,921
-6,182
579
$58.4M 0.02%
305,526
-75,870
580
$58.2M 0.02%
543,882
+3,585
581
$57.9M 0.02%
2,230,039
+862,098
582
$57.8M 0.02%
1,863,700
-15,400
583
$57.8M 0.02%
1,782,904
+29,679
584
$57.5M 0.02%
955,538
+20,544
585
$57.4M 0.02%
1,902,626
-98,053
586
$57.1M 0.02%
1,518,152
-159,022
587
$56.9M 0.02%
707,211
-67,477
588
$56.9M 0.02%
524,863
+520,748
589
$56.7M 0.02%
818,970
-2,551
590
$56.7M 0.02%
569,959
+137,386
591
$56.6M 0.02%
772,206
+265,778
592
$56.5M 0.02%
1,165,355
+16,279
593
$56.4M 0.02%
467,537
+36,629
594
$56.3M 0.02%
3,636,618
-689,785
595
$56.2M 0.02%
878,625
+210,362
596
$56.1M 0.02%
1,183,416
-91,993
597
$55.8M 0.02%
2,196,671
-661,051
598
$55.7M 0.02%
1,493,953
+555,807
599
$55.4M 0.02%
538,205
-84,118
600
$55.3M 0.02%
510,689
-19,208
22 23
24
25 26