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
676
$45.8M 0.01%
249,297
+10,904
677
$45.8M 0.01%
392,067
+141,588
678
$45.7M 0.01%
262,432
+16,414
679
$45.5M 0.01%
131,526
+16,498
680
$45.3M 0.01%
208,947
+754
681
$45.3M 0.01%
452,529
-5,797
682
$45.3M 0.01%
209,464
-13,928
683
$45.2M 0.01%
1,645,070
-290,634
684
$45.1M 0.01%
789,190
+282,248
685
$45M 0.01%
528,011
+30,399
686
$44.9M 0.01%
1,207,340
+45,650
687
$44.9M 0.01%
1,464,544
-16,775
688
$44.8M 0.01%
266,512
-78,973
689
$44.8M 0.01%
1,401,010
+96,892
690
$44.7M 0.01%
525,113
-19,655
691
$44.7M 0.01%
982,215
+40,978
692
$44.6M 0.01%
113,240
-4,427
693
$44.6M 0.01%
833,636
+182,671
694
$44.6M 0.01%
921,892
+76,619
695
$44.5M 0.01%
859,393
+51,814
696
$44.5M 0.01%
336,826
+88,298
697
$44.4M 0.01%
1,403,445
-293,393
698
$44.2M 0.01%
968,173
-2,810
699
$44.2M 0.01%
827,900
-157,482
700
$44M 0.01%
327,439
+15,854
26 27
28
29 30