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
726
$40.6M 0.01%
167,745
+81,737
727
$40.5M 0.01%
108,442
-16,794
728
$40.5M 0.01%
630,624
-82,139
729
$40.3M 0.01%
2,823,491
-381,297
730
$40.3M 0.01%
1,058,901
+42,295
731
$40.2M 0.01%
810,985
+42,088
732
$40.2M 0.01%
703,599
-20,223
733
$40.1M 0.01%
637,710
-199,971
734
$40M 0.01%
1,136,299
+456,182
735
$40M 0.01%
772,221
+43,621
736
$40M 0.01%
515,373
+9,801
737
$39.9M 0.01%
321,881
+36,277
738
$39.9M 0.01%
1,796,661
+3,347
739
$39.8M 0.01%
1,545,379
+149,402
740
$39.8M 0.01%
377,796
-150,971
741
$39.8M 0.01%
248,515
+31,066
742
$39.7M 0.01%
242,740
-3,183
743
$39.7M 0.01%
692,703
-116,886
744
$39.6M 0.01%
741,288
+6,461
745
$39.6M 0.01%
1,022,419
+933,427
746
$39.6M 0.01%
1,133,899
+248,709
747
$39.4M 0.01%
1,408,844
-26,662
748
$39.4M 0.01%
164,875
+22,003
749
$39.2M 0.01%
735,705
+218,460
750
$39.2M 0.01%
616,760
+26,119
28 29
30
31 32