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
601
$55.2M 0.02%
381,617
+31,576
602
$55.1M 0.02%
1,046,426
+211,451
603
$55.1M 0.02%
302,664
+15,306
604
$55M 0.02%
644,854
-11,981
605
$54.8M 0.02%
314,802
-72,369
606
$54.6M 0.02%
1,778,285
+886,985
607
$54.4M 0.02%
1,651,396
-188,624
608
$54.3M 0.02%
1,968,061
+182,620
609
$54.2M 0.02%
2,261,698
+181,091
610
$54M 0.02%
901,343
+34,432
611
$53.9M 0.02%
4,404,286
-1,114,262
612
$53.5M 0.02%
1,162,287
+326,244
613
$53M 0.02%
366,327
-465,039
614
$52.7M 0.02%
213,933
-87,986
615
$52.3M 0.02%
253,710
+136,025
616
$52.1M 0.02%
595,458
+37,301
617
$52M 0.02%
627,673
-40,305
618
$51.9M 0.02%
445,270
-10,436
619
$51.9M 0.02%
1,690,433
-46,894
620
$51.8M 0.02%
182,885
-200,006
621
$51.7M 0.02%
991,182
+21,893
622
$51.6M 0.02%
172,032
-7,927
623
$51.6M 0.02%
1,352,296
+432
624
$51.5M 0.02%
97,311
+18,127
625
$51.5M 0.02%
1,012,755
+141,899
23 24
25
26 27