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
776
$36.7M 0.01%
1,001,161
+47,954
777
$36.7M 0.01%
363,671
-1,183,681
778
$36.7M 0.01%
104,291
+12,488
779
$36.5M 0.01%
1,827,470
+325,415
780
$36.5M 0.01%
2,002,712
+254,936
781
$36.3M 0.01%
2,151,690
-81,253
782
$36.3M 0.01%
120,844
-148,599
783
$36.3M 0.01%
408,960
-38,666
784
$36.2M 0.01%
468,186
-153,254
785
$36.2M 0.01%
606,911
-557,900
786
$36.1M 0.01%
77,896
+8,671
787
$36.1M 0.01%
100,543
+8,644
788
$36M 0.01%
1,989,106
+73,345
789
$35.9M 0.01%
308,118
-29,664
790
$35.9M 0.01%
201,037
+147,423
791
$35.8M 0.01%
370,294
-7,435
792
$35.7M 0.01%
391,884
-51,938
793
$35.7M 0.01%
753,455
+134,341
794
$35.7M 0.01%
471,160
+98,034
795
$35.7M 0.01%
220,717
+56,916
796
$35.5M 0.01%
309,624
+5,671
797
$35.4M 0.01%
1,391,386
+274,107
798
$35.3M 0.01%
301,346
-45,278
799
$35.1M 0.01%
777,337
-5,711,457
800
$35.1M 0.01%
401,441
+1,545
30 31
32
33 34