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
1151
$18.4M 0.01%
1,247,346
-104,057
1152
$18.4M 0.01%
560,255
+14,116
1153
$18.4M 0.01%
177,457
+101,020
1154
$18.4M 0.01%
487,214
+149,776
1155
$18.4M 0.01%
555,986
-57,949
1156
$18.4M 0.01%
286,812
+33,882
1157
$18.4M 0.01%
255,916
-130,899
1158
$18.3M 0.01%
844,234
+25,442
1159
$18.3M 0.01%
866,127
+367,521
1160
$18.2M 0.01%
17,865
+5,186
1161
$18.2M 0.01%
130,185
-228,057
1162
$18.2M 0.01%
410,714
+21,510
1163
$18.2M 0.01%
524,825
+11,025
1164
$18.2M 0.01%
81,270
+7,460
1165
$18.1M 0.01%
551,649
-52,773
1166
$18.1M 0.01%
603,809
-45,842
1167
$18.1M 0.01%
162,524
+109,090
1168
$18.1M 0.01%
192,776
-42,427
1169
$18.1M 0.01%
194,107
-44,266
1170
$18.1M 0.01%
271,817
+7,853
1171
$18M 0.01%
65,304
-20,142
1172
$18M 0.01%
370,715
-56,404
1173
$18M 0.01%
506,908
+318,602
1174
$18M 0.01%
49,762
-3,655
1175
$17.9M 0.01%
192,619
+45,469
45 46
47
48 49