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
1676
$7.76M ﹤0.01%
374,473
+34,088
1677
$7.75M ﹤0.01%
57,442
+10,427
1678
$7.75M ﹤0.01%
258,401
-1,071
1679
$7.75M ﹤0.01%
360,140
+194,299
1680
$7.73M ﹤0.01%
181,183
-2,974
1681
$7.73M ﹤0.01%
573,763
-113
1682
$7.72M ﹤0.01%
146,774
+4,808
1683
$7.72M ﹤0.01%
229,492
-22,874
1684
$7.71M ﹤0.01%
229,241
-41,484
1685
$7.71M ﹤0.01%
148,057
-8,332
1686
$7.71M ﹤0.01%
563,263
+156,106
1687
$7.69M ﹤0.01%
95,086
+30,236
1688
$7.67M ﹤0.01%
262,167
-11,304
1689
$7.67M ﹤0.01%
321,551
+232,243
1690
$7.63M ﹤0.01%
369,525
-4,782
1691
$7.63M ﹤0.01%
134,124
-8,969
1692
$7.61M ﹤0.01%
291,372
-17,237
1693
$7.59M ﹤0.01%
273,924
+41,990
1694
$7.59M ﹤0.01%
152,045
+67,024
1695
$7.59M ﹤0.01%
904,115
+89,593
1696
$7.57M ﹤0.01%
200,668
-1,111
1697
$7.55M ﹤0.01%
257,203
+8,962
1698
$7.54M ﹤0.01%
468,697
+55,476
1699
$7.53M ﹤0.01%
610,949
+335,492
1700
$7.53M ﹤0.01%
738,244
+5,703
66 67
68
69 70