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
701
$43.8M 0.01%
497,895
+52,436
702
$43.5M 0.01%
2,073,143
+91,749
703
$43.4M 0.01%
3,042,958
+954,491
704
$43.4M 0.01%
2,214,437
+189,256
705
$43.3M 0.01%
535,024
-116,573
706
$43.3M 0.01%
342,644
+18,324
707
$43.3M 0.01%
198,485
-17,357
708
$43.3M 0.01%
827,554
-105,238
709
$43.2M 0.01%
325,628
+150,182
710
$42.9M 0.01%
1,471,249
+111,356
711
$42.8M 0.01%
1,016,680
-49,068
712
$42.8M 0.01%
783,748
+25,313
713
$42.5M 0.01%
79,620
-98,328
714
$42.4M 0.01%
+1,571,036
715
$42.1M 0.01%
703,356
-1,299,044
716
$42M 0.01%
819,628
+477,505
717
$41.9M 0.01%
229,391
-985
718
$41.9M 0.01%
1,312,419
+3,065
719
$41.8M 0.01%
2,119,032
+107,282
720
$41.6M 0.01%
1,435,020
-488,340
721
$41.6M 0.01%
1,199,314
+384,875
722
$41.2M 0.01%
863,089
-510,662
723
$40.9M 0.01%
2,409,852
+4,907
724
$40.8M 0.01%
2,576,538
+67,061
725
$40.7M 0.01%
772,422
+76,785
27 28
29
30 31