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
126
$398M 0.13%
7,836,839
+392,186
127
$390M 0.13%
10,342,305
-537,345
128
$385M 0.12%
6,076,736
+32,221
129
$385M 0.12%
1,115,101
-226,987
130
$381M 0.12%
1,241,991
-82,000
131
$381M 0.12%
1,899,900
+57,692
132
$378M 0.12%
2,309,233
+87,588
133
$378M 0.12%
5,815,042
+16,137
134
$373M 0.12%
6,807,820
+139,887
135
$369M 0.12%
4,498,068
-170,033
136
$367M 0.12%
5,633,750
-211,280
137
$366M 0.12%
6,593,169
+365,281
138
$364M 0.12%
1,334,996
+105,926
139
$363M 0.12%
1,470,841
-181,336
140
$361M 0.12%
3,083,756
-35,556
141
$360M 0.12%
4,377,317
+13,894
142
$359M 0.12%
858
-32
143
$358M 0.12%
3,616,651
-71,276
144
$358M 0.12%
3,810,511
+554,463
145
$355M 0.11%
2,507,176
-31,648
146
$355M 0.11%
722,627
-18,766
147
$352M 0.11%
4,253,331
+245,962
148
$351M 0.11%
4,095,010
+179,540
149
$351M 0.11%
10,326,177
-2,810,590
150
$342M 0.11%
3,982,541
-322,551
4 5
6
7 8