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
1026
$23.3M 0.01%
483,238
-37,866
1027
$23.2M 0.01%
131,243
-10,342
1028
$23.2M 0.01%
788,835
+11,435
1029
$23M 0.01%
375,549
-9,966
1030
$23M 0.01%
71,427
-23,109
1031
$23M 0.01%
466,226
-22,370
1032
$23M 0.01%
48,448
+8,244
1033
$22.9M 0.01%
2,850,200
+10,267
1034
$22.9M 0.01%
492,254
-41,824
1035
$22.9M 0.01%
541,008
+83,059
1036
$22.9M 0.01%
1,491,901
+83,650
1037
$22.9M 0.01%
111,017
-50,297
1038
$22.8M 0.01%
279,324
-22,199
1039
$22.8M 0.01%
224,241
+23,083
1040
$22.8M 0.01%
1,228,091
+415,113
1041
$22.8M 0.01%
831,044
+711,589
1042
$22.7M 0.01%
502,495
+52,329
1043
$22.7M 0.01%
1,493,233
+181,534
1044
$22.5M 0.01%
415,574
+42,485
1045
$22.5M 0.01%
212,470
-103,232
1046
$22.5M 0.01%
832,885
+30,549
1047
$22.4M 0.01%
788,875
+9,421
1048
$22.4M 0.01%
293,348
-5,960
1049
$22.4M 0.01%
887,493
-665,673
1050
$22.3M 0.01%
38,337
-4,328
40 41
42
43 44