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
851
$31.7M 0.01%
430,411
-45,076
852
$31.7M 0.01%
231,378
+25,472
853
$31.7M 0.01%
228,156
-5,848
854
$31.6M 0.01%
368,342
+2,480
855
$31.5M 0.01%
703,607
-253,615
856
$31.5M 0.01%
177,452
+45,453
857
$31.5M 0.01%
689,459
+46,276
858
$31.2M 0.01%
174,477
-24,455
859
$31.2M 0.01%
190,612
-2,661
860
$31.2M 0.01%
891,854
-284,792
861
$31.1M 0.01%
1,126,482
-40,428
862
$31M 0.01%
703,358
-14,135
863
$30.9M 0.01%
488,833
+18,825
864
$30.8M 0.01%
410,585
+19,801
865
$30.8M 0.01%
242,909
+43,137
866
$30.7M 0.01%
455,339
+130,666
867
$30.7M 0.01%
278,399
+51,739
868
$30.6M 0.01%
1,250,852
-10,864
869
$30.5M 0.01%
431,060
+27,293
870
$30.5M 0.01%
883,317
+270,202
871
$30.4M 0.01%
687,741
-364,950
872
$30.4M 0.01%
137,990
-80,234
873
$30.4M 0.01%
1,984,596
+30,819
874
$30.3M 0.01%
264,596
-9,758
875
$30.1M 0.01%
259,587
+70,869
33 34
35
36 37