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
651
$48.4M 0.02%
548,390
-86,119
652
$48.3M 0.02%
976,326
-63,350
653
$48.3M 0.02%
774,059
+14,431
654
$48.2M 0.02%
626,481
+76,411
655
$48.1M 0.02%
34,719
-6,870
656
$48.1M 0.02%
2,108,409
+408,227
657
$48.1M 0.02%
315,480
-1,684
658
$48M 0.02%
437,662
+4,692
659
$48M 0.02%
517,917
-61,835
660
$48M 0.02%
982,786
-126,454
661
$47.9M 0.02%
1,816,185
+139,730
662
$47.9M 0.02%
315,760
-22,663
663
$47.8M 0.02%
1,347,756
+146,588
664
$47.7M 0.02%
388,228
+38,853
665
$47.5M 0.02%
1,088,763
+174,992
666
$47.5M 0.02%
449,463
-26,137
667
$47.4M 0.02%
410,250
-117,619
668
$47.3M 0.02%
1,789,724
+1,705,856
669
$47.1M 0.02%
1,790,782
+175,943
670
$46.9M 0.02%
391,316
+57,141
671
$46.6M 0.02%
309,614
+88,774
672
$46.1M 0.01%
2,934,096
+159,135
673
$46M 0.01%
1,078,977
+125,567
674
$46M 0.01%
817,692
-20,184
675
$45.9M 0.01%
263,081
+148,289
25 26
27
28 29