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
1051
$22.3M 0.01%
246,757
+41,695
1052
$22.3M 0.01%
276,920
+17,430
1053
$22.3M 0.01%
369,389
+137,905
1054
$22.3M 0.01%
284,833
-150,921
1055
$22.2M 0.01%
1,635,068
+314,572
1056
$22.1M 0.01%
371,246
+168,344
1057
$22.1M 0.01%
762,857
+725,734
1058
$22.1M 0.01%
1,136,350
+80,415
1059
$22.1M 0.01%
1,622,525
-83,519
1060
$22M 0.01%
268,844
-308,665
1061
$22M 0.01%
47,199
+2,060
1062
$22M 0.01%
887,533
-84,061
1063
$22M 0.01%
472,990
+56,469
1064
$22M 0.01%
376,222
-232,017
1065
$21.8M 0.01%
138,241
+42,842
1066
$21.7M 0.01%
817,965
-35,211
1067
$21.6M 0.01%
494,840
+6,442
1068
$21.5M 0.01%
1,380,561
+28,125
1069
$21.5M 0.01%
450,336
-115,091
1070
$21.5M 0.01%
1,069,569
-585,951
1071
$21.4M 0.01%
424,838
-109,868
1072
$21.4M 0.01%
320,266
+6,554
1073
$21.3M 0.01%
1,270,650
+365,889
1074
$21.3M 0.01%
846,844
+6,373
1075
$21.3M 0.01%
521,393
+182,309
41 42
43
44 45