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
1076
$21.3M 0.01%
469,718
-30,688
1077
$21.2M 0.01%
845,004
-82,761
1078
$21.1M 0.01%
1,852,873
-63,293
1079
$21.1M 0.01%
210,818
+16,159
1080
$21M 0.01%
107,585
-7,137
1081
$21M 0.01%
143,429
-27,518
1082
$21M 0.01%
289,157
-45,858
1083
$21M 0.01%
162,417
-18
1084
$20.9M 0.01%
305,950
+100,200
1085
$20.9M 0.01%
99,269
-15,889
1086
$20.9M 0.01%
261,326
+84,596
1087
$20.9M 0.01%
278,460
+82,326
1088
$20.8M 0.01%
175,485
-24,032
1089
$20.8M 0.01%
244,769
-76,903
1090
$20.8M 0.01%
866,604
+672,824
1091
$20.8M 0.01%
518,272
-10,815
1092
$20.8M 0.01%
607,574
-128,192
1093
$20.7M 0.01%
1,563,555
+27,635
1094
$20.7M 0.01%
75,132
+10,742
1095
$20.7M 0.01%
59,634
-10,833
1096
$20.6M 0.01%
531,143
-3,761
1097
$20.6M 0.01%
1,210,979
+24,991
1098
$20.4M 0.01%
331,976
-35,710
1099
$20.4M 0.01%
397,315
+53,440
1100
$20.4M 0.01%
524,569
+40,565
42 43
44
45 46