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
626
$51.2M 0.02%
792,180
+100,162
627
$51.2M 0.02%
2,238,277
+1,330,760
628
$51.1M 0.02%
258,410
+248,549
629
$51M 0.02%
2,974,944
+113,046
630
$51M 0.02%
495,339
+15,992
631
$50.8M 0.02%
686,208
-47,013
632
$50.6M 0.02%
2,508,836
-389,109
633
$50.5M 0.02%
413,292
+117,191
634
$50.4M 0.02%
1,386,738
-50,083
635
$50.4M 0.02%
33,778
-4,054
636
$50.4M 0.02%
386,148
-314,338
637
$50M 0.02%
523,552
-19,768
638
$49.9M 0.02%
720,660
-363,937
639
$49.9M 0.02%
518,405
-359,175
640
$49.9M 0.02%
1,335,820
-42,803
641
$49.8M 0.02%
593,570
-12,950
642
$49.6M 0.02%
321,516
+2,165
643
$49.6M 0.02%
1,816,990
-166,164
644
$49.5M 0.02%
370,912
-916
645
$49.2M 0.02%
326,704
-2,540
646
$48.9M 0.02%
821,918
+92,291
647
$48.8M 0.02%
770,914
+393,818
648
$48.8M 0.02%
1,792,889
-246,129
649
$48.6M 0.02%
1,677,198
+865,712
650
$48.6M 0.02%
274,509
-76,118
24 25
26
27 28