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
1101
$20.3M 0.01%
185,007
+58,562
1102
$20.2M 0.01%
534,199
-92,120
1103
$20.2M 0.01%
243,846
-183,234
1104
$20.1M 0.01%
470,882
-1,438
1105
$20.1M 0.01%
535,974
-37,469
1106
$20.1M 0.01%
44,409
-20,446
1107
$20M 0.01%
489,076
+238,031
1108
$20M 0.01%
111,423
+68,746
1109
$19.9M 0.01%
1,116,857
-177,386
1110
$19.9M 0.01%
360,075
-81,354
1111
$19.9M 0.01%
138,040
-4,960
1112
$19.9M 0.01%
122,786
-21,052
1113
$19.9M 0.01%
90,570
-32,804
1114
$19.8M 0.01%
552,054
-92,777
1115
$19.7M 0.01%
1,282,349
+87,983
1116
$19.7M 0.01%
445,413
-11,125
1117
$19.7M 0.01%
337,426
-47,165
1118
$19.7M 0.01%
1,188,049
+240,391
1119
$19.7M 0.01%
422,183
+26,456
1120
$19.6M 0.01%
1,143,312
-331,088
1121
$19.5M 0.01%
1,844,136
+43,403
1122
$19.5M 0.01%
851,858
+144,674
1123
$19.4M 0.01%
780,900
+7,076
1124
$19.4M 0.01%
424,991
-605,885
1125
$19.4M 0.01%
728,662
-12,747
43 44
45
46 47