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
751
$39M 0.01%
208,970
+192,741
752
$38.9M 0.01%
133,990
+76,771
753
$38.9M 0.01%
1,406,118
+115,793
754
$38.7M 0.01%
1,723,785
-285,818
755
$38.5M 0.01%
216,498
+12,311
756
$38.5M 0.01%
539,471
+55,532
757
$38.4M 0.01%
617,747
-73,521
758
$38.3M 0.01%
1,317,445
+489,981
759
$38.3M 0.01%
1,449,064
-199,609
760
$38.2M 0.01%
867,337
-71,328
761
$38.2M 0.01%
215,855
+22,963
762
$38.2M 0.01%
1,257,848
-835,460
763
$38.2M 0.01%
122,716
-21,105
764
$38.1M 0.01%
342,738
-22,128
765
$37.9M 0.01%
463,765
-169,481
766
$37.9M 0.01%
549,762
-29,442
767
$37.9M 0.01%
1,660,896
+194,061
768
$37.8M 0.01%
317,594
-126,973
769
$37.7M 0.01%
156,004
+67,567
770
$37.6M 0.01%
848,153
+124,982
771
$37.5M 0.01%
556,416
-21,546
772
$37M 0.01%
1,087,005
+1,086,405
773
$37M 0.01%
1,631,760
+85,296
774
$36.8M 0.01%
1,708,437
+1,050,805
775
$36.8M 0.01%
3,189,845
+27,732
29 30
31
32 33