UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$949M 0.31%
3,987,792
+111,555
52
$944M 0.3%
11,062,104
+9,717
53
$911M 0.29%
1,041,637
+17,886
54
$908M 0.29%
3,726,699
+346,659
55
$907M 0.29%
4,134,312
-340,499
56
$863M 0.28%
3,923,949
+486,231
57
$862M 0.28%
11,767,140
-777,732
58
$860M 0.28%
3,860,639
+10,746
59
$860M 0.28%
5,553,603
+183,621
60
$852M 0.27%
10,796,979
-422,727
61
$846M 0.27%
5,475,188
+937,647
62
$838M 0.27%
10,772,155
+989,395
63
$835M 0.27%
5,658,000
-13,852
64
$828M 0.27%
3,674,356
+146,205
65
$828M 0.27%
15,238,238
+220,608
66
$827M 0.27%
2,185,505
-31,906
67
$821M 0.26%
2,058,538
-29,058
68
$819M 0.26%
7,820,333
+138,022
69
$815M 0.26%
4,239,921
+177,176
70
$805M 0.26%
19,528,965
-3,150
71
$791M 0.26%
7,074,297
-601,167
72
$780M 0.25%
13,924,874
+695,977
73
$758M 0.24%
3,908,988
-2,506
74
$756M 0.24%
5,102,419
+344,447
75
$745M 0.24%
2,757,212
+35,530
1 2
3
4 5