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
826
$33.3M 0.01%
371,238
-27,235
827
$33.2M 0.01%
1,928,875
+31,630
828
$33.2M 0.01%
1,276,148
-46,946
829
$33.1M 0.01%
859,316
+27,643
830
$33.1M 0.01%
422,106
-1,858,910
831
$33.1M 0.01%
196,392
+18,479
832
$32.9M 0.01%
156,558
+55,999
833
$32.8M 0.01%
212,687
-13,056
834
$32.8M 0.01%
455,045
-40,119
835
$32.7M 0.01%
372,756
+49,850
836
$32.6M 0.01%
607,937
-112,702
837
$32.6M 0.01%
659,476
+44,782
838
$32.5M 0.01%
223,990
-21,378
839
$32.5M 0.01%
64,634
-3,233
840
$32.4M 0.01%
492,336
+155,533
841
$32.4M 0.01%
307,184
-44,419
842
$32.4M 0.01%
618,091
+30,366
843
$32.4M 0.01%
801,447
+4,475
844
$32.4M 0.01%
1,233,311
-70,925
845
$32.3M 0.01%
639,045
-23,995
846
$32.2M 0.01%
402,737
+11,755
847
$32.1M 0.01%
596,554
+135,663
848
$32.1M 0.01%
1,172,465
+127,945
849
$31.9M 0.01%
130,537
-40,990
850
$31.9M 0.01%
3,620,962
+179,094
32 33
34
35 36