UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
101
$484M 0.16%
3,439,405
-1,132,027
102
$480M 0.15%
7,179,805
+1,224,518
103
$477M 0.15%
3,352,941
+651,254
104
$475M 0.15%
5,997,331
-203,081
105
$473M 0.15%
3,980,922
-467,254
106
$470M 0.15%
1,886,768
-82,561
107
$469M 0.15%
3,528,072
-72,313
108
$469M 0.15%
3,488,666
-343,975
109
$465M 0.15%
2,802,565
-195,647
110
$461M 0.15%
1,447,947
-74,365
111
$454M 0.15%
3,607,100
-281,659
112
$449M 0.14%
6,658,054
-315,143
113
$449M 0.14%
8,814,331
+3,834,896
114
$448M 0.14%
3,031,345
+409
115
$447M 0.14%
5,186,811
-190,072
116
$446M 0.14%
25,742,688
+1,399,368
117
$445M 0.14%
6,043,121
-444,570
118
$444M 0.14%
2,317,611
-84,545
119
$434M 0.14%
4,759,736
-271,730
120
$430M 0.14%
7,984,920
-5,154,473
121
$426M 0.14%
5,469,654
-357,746
122
$422M 0.14%
5,962,434
+142,236
123
$407M 0.13%
6,526,186
+288,960
124
$404M 0.13%
765,505
+195,603
125
$404M 0.13%
2,543,084
-231,277
3 4
5
6 7