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
801
$34.9M 0.01%
603,334
+33,370
802
$34.8M 0.01%
2,664,080
+2,251,906
803
$34.8M 0.01%
1,271,213
+32,942
804
$34.8M 0.01%
384,329
-62,740
805
$34.7M 0.01%
370,870
-60,852
806
$34.6M 0.01%
78,951
+7,013
807
$34.5M 0.01%
140,434
+10,901
808
$34.5M 0.01%
144,312
+42,711
809
$34.5M 0.01%
530,084
+113,108
810
$34.3M 0.01%
631,315
+263,676
811
$34.3M 0.01%
921,284
-98,639
812
$34.2M 0.01%
563,742
-72,561
813
$34.2M 0.01%
81,674
+68,507
814
$34.1M 0.01%
1,277,188
-70,001
815
$34.1M 0.01%
278,665
+469
816
$34M 0.01%
1,087,859
+35,195
817
$34M 0.01%
268,663
-354,087
818
$34M 0.01%
434,916
-820,238
819
$33.9M 0.01%
992,075
+8,607
820
$33.9M 0.01%
256,001
+421
821
$33.5M 0.01%
560,610
+12,963
822
$33.4M 0.01%
1,493,388
-31,718
823
$33.3M 0.01%
201,839
+26,439
824
$33.3M 0.01%
565,065
-4,929
825
$33.3M 0.01%
703,170
+91,180
31 32
33
34 35