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
976
$25.2M 0.01%
626,188
-8,528
977
$25.2M 0.01%
329,480
+120,002
978
$25.1M 0.01%
394,943
+14,163
979
$25.1M 0.01%
348,056
+28,578
980
$25M 0.01%
469,975
-65,160
981
$25M 0.01%
688,809
-28,972
982
$25M 0.01%
542,829
+354,087
983
$25M 0.01%
834,668
+274,408
984
$24.9M 0.01%
641,449
-33,298
985
$24.9M 0.01%
436,206
-81,210
986
$24.8M 0.01%
195,524
-28,374
987
$24.8M 0.01%
2,329,481
-247,601
988
$24.7M 0.01%
246,975
+2,764
989
$24.7M 0.01%
466,571
-39,831
990
$24.7M 0.01%
464,831
+178,112
991
$24.6M 0.01%
292,819
+94,317
992
$24.6M 0.01%
270,092
+2,798
993
$24.6M 0.01%
667,100
-35,680
994
$24.6M 0.01%
397,650
+20,088
995
$24.5M 0.01%
624,385
+12,279
996
$24.5M 0.01%
996,055
+653,558
997
$24.5M 0.01%
285,852
-9,440
998
$24.4M 0.01%
688,100
-85,736
999
$24.4M 0.01%
255,727
+59,131
1000
$24.3M 0.01%
139,213
-35,899
38 39
40
41 42