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
1351
$12.9M ﹤0.01%
51,347
-25,288
1352
$12.9M ﹤0.01%
115,464
+48,813
1353
$12.9M ﹤0.01%
73,966
-6,960
1354
$12.9M ﹤0.01%
341,593
+11,961
1355
$12.9M ﹤0.01%
58,700
-52,348
1356
$12.8M ﹤0.01%
492,770
-619,508
1357
$12.8M ﹤0.01%
85,108
+36,274
1358
$12.8M ﹤0.01%
152,241
+1,325
1359
$12.7M ﹤0.01%
587,987
+62,212
1360
$12.7M ﹤0.01%
328,033
+13,964
1361
$12.7M ﹤0.01%
422,525
-47,138
1362
$12.6M ﹤0.01%
414,389
-6,339
1363
$12.6M ﹤0.01%
346,259
-38,458
1364
$12.6M ﹤0.01%
338,815
+226,986
1365
$12.5M ﹤0.01%
679,467
+270,998
1366
$12.5M ﹤0.01%
362,789
+217,256
1367
$12.5M ﹤0.01%
95,796
+15,086
1368
$12.5M ﹤0.01%
264,330
-30,454
1369
$12.5M ﹤0.01%
202,278
+57,344
1370
$12.4M ﹤0.01%
123,011
-218,932
1371
$12.4M ﹤0.01%
1,944,206
-77,543
1372
$12.4M ﹤0.01%
664,433
-230,466
1373
$12.4M ﹤0.01%
307,348
-26,006
1374
$12.3M ﹤0.01%
101,863
+28,307
1375
$12.3M ﹤0.01%
46,945
+1,921
53 54
55
56 57