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
1126
$19.3M 0.01%
188,647
-29,647
1127
$19.3M 0.01%
258,620
+37,146
1128
$19.2M 0.01%
141,969
+19,578
1129
$19.2M 0.01%
381,573
-8,834
1130
$19.2M 0.01%
263,867
+145,833
1131
$19.1M 0.01%
83,915
+931
1132
$19.1M 0.01%
201,685
-34,569
1133
$19M 0.01%
116,307
+37,592
1134
$19M 0.01%
203,744
-3,838
1135
$19M 0.01%
59,965
+18,320
1136
$19M 0.01%
29,295
+1,237
1137
$18.9M 0.01%
617,356
-4,398,929
1138
$18.9M 0.01%
558,028
+138,415
1139
$18.9M 0.01%
343,539
-17,610
1140
$18.8M 0.01%
366,203
-158,559
1141
$18.8M 0.01%
446,886
-8,032
1142
$18.7M 0.01%
1,499,981
-73,065
1143
$18.7M 0.01%
115,774
-122,105
1144
$18.7M 0.01%
341,755
-47,861
1145
$18.7M 0.01%
500,630
-79,381
1146
$18.6M 0.01%
195,815
1147
$18.6M 0.01%
200,378
+163,508
1148
$18.5M 0.01%
510,635
+21,976
1149
$18.5M 0.01%
615,970
+9,306
1150
$18.4M 0.01%
230,238
-71,214
44 45
46
47 48