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
951
$26.4M 0.01%
846,320
+285,954
952
$26.3M 0.01%
228,928
+1,239
953
$26.3M 0.01%
493,240
+10,807
954
$26.3M 0.01%
430,289
+138,189
955
$26.2M 0.01%
404,969
-8,551
956
$26.1M 0.01%
401,431
-5,202
957
$26.1M 0.01%
210,118
-59,715
958
$26M 0.01%
906,619
-41,205
959
$26M 0.01%
71,551
+689
960
$25.9M 0.01%
151,024
-9,802
961
$25.9M 0.01%
563,475
-23,775
962
$25.9M 0.01%
316,171
+65,166
963
$25.8M 0.01%
759,080
+29,324
964
$25.8M 0.01%
569,223
+345,161
965
$25.7M 0.01%
475,547
+99,650
966
$25.7M 0.01%
747,405
-455,352
967
$25.6M 0.01%
1,260,488
+693,546
968
$25.5M 0.01%
648,343
+2,751
969
$25.5M 0.01%
422,531
-324,600
970
$25.5M 0.01%
300,310
+89,144
971
$25.5M 0.01%
1,717,808
+55,466
972
$25.5M 0.01%
467,958
+159,094
973
$25.4M 0.01%
203,927
+22,519
974
$25.3M 0.01%
1,456,098
-5,922
975
$25.3M 0.01%
354,149
-69,898
37 38
39
40 41