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
876
$30.1M 0.01%
360,484
+21,054
877
$30M 0.01%
94,250
-77,189
878
$30M 0.01%
936,715
+52,640
879
$30M 0.01%
585,249
-39,617
880
$30M 0.01%
317,719
-30,899
881
$30M 0.01%
374,534
-56,174
882
$29.9M 0.01%
3,005,933
+112,091
883
$29.9M 0.01%
466,644
+16,881
884
$29.9M 0.01%
2,079,270
-186,827
885
$29.9M 0.01%
124,645
+23,768
886
$29.8M 0.01%
395,739
-26,486
887
$29.8M 0.01%
155,372
+13,039
888
$29.8M 0.01%
6,617,520
-1,722,249
889
$29.7M 0.01%
377,939
-17,025
890
$29.6M 0.01%
751,368
+7,988
891
$29.6M 0.01%
142,027
-50,995
892
$29.6M 0.01%
143,820
+59,857
893
$29.6M 0.01%
408,310
+79,979
894
$29.5M 0.01%
360,263
+45,747
895
$29.5M 0.01%
769,265
-368,128
896
$29.4M 0.01%
769,058
-89,467
897
$29.3M 0.01%
411,260
-5,563
898
$29.3M 0.01%
1,026,283
-211,151
899
$29.3M 0.01%
1,259,744
+390,404
900
$29.3M 0.01%
422,666
-1,099,959
34 35
36
37 38