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
901
$29.2M 0.01%
809,761
-143,875
902
$29.1M 0.01%
160,899
+26,866
903
$29.1M 0.01%
1,244,796
-75,721
904
$28.9M 0.01%
530,749
+435,182
905
$28.8M 0.01%
1,974,963
+257,447
906
$28.8M 0.01%
452,663
+55,620
907
$28.8M 0.01%
454,231
+21,498
908
$28.7M 0.01%
445,278
+8,974
909
$28.7M 0.01%
328,067
+219,602
910
$28.7M 0.01%
136,018
+105,594
911
$28.6M 0.01%
82,659
-21,846
912
$28.6M 0.01%
321,732
+4,508
913
$28.6M 0.01%
1,152,945
-14,636
914
$28.5M 0.01%
680,632
-214,836
915
$28.5M 0.01%
319,112
-2,888
916
$28.3M 0.01%
704,705
+193,009
917
$28.2M 0.01%
2,674,418
-14,796
918
$28.2M 0.01%
1,430,592
+152,330
919
$28.1M 0.01%
563,010
-600,980
920
$28M 0.01%
2,414,559
+1,251,382
921
$27.9M 0.01%
633,219
-16,953
922
$27.9M 0.01%
1,274,990
-154,266
923
$27.8M 0.01%
537,004
+2,493
924
$27.7M 0.01%
1,623,045
+769,074
925
$27.7M 0.01%
663,164
-31,903
35 36
37
38 39