UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
76
$742M 0.24%
2,593,585
-71,022
77
$724M 0.23%
2,503,759
+340,709
78
$722M 0.23%
15,364,692
+165,729
79
$716M 0.23%
32,939,694
-2,210,087
80
$686M 0.22%
5,705,212
+47,540
81
$681M 0.22%
9,358,289
-178,011
82
$672M 0.22%
8,057,254
-67,811
83
$667M 0.22%
2,785,872
-99,452
84
$667M 0.22%
17,041,046
-1,742,222
85
$658M 0.21%
5,673,669
-416,134
86
$636M 0.21%
4,221,488
+436,767
87
$602M 0.19%
16,408,007
-13,098,718
88
$588M 0.19%
5,099,666
+89,120
89
$560M 0.18%
1,534,864
-7,153
90
$543M 0.18%
5,332,586
-233,522
91
$536M 0.17%
2,218,407
+16,420
92
$529M 0.17%
5,161,585
-343,715
93
$510M 0.16%
5,566,807
+581,582
94
$500M 0.16%
7,927,692
-1,474,178
95
$495M 0.16%
1,305,448
-62,769
96
$494M 0.16%
3,857,272
-98,746
97
$491M 0.16%
3,434,320
-1,229,132
98
$487M 0.16%
5,010,258
+190,241
99
$487M 0.16%
3,472,494
-52,520
100
$486M 0.16%
2,722,261
+28,502
2 3
4
5 6