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
151
$341M 0.11%
8,580,606
+82,007
152
$340M 0.11%
3,996,939
+1,373,963
153
$337M 0.11%
9,989,010
-1,607,115
154
$333M 0.11%
4,969,156
+168,673
155
$316M 0.1%
1,392,792
+101,919
156
$310M 0.1%
2,124,730
+589,720
157
$310M 0.1%
2,500,849
+699,302
158
$310M 0.1%
2,817,348
-28,726
159
$307M 0.1%
1,066,866
+177,691
160
$307M 0.1%
1,335,888
+205,800
161
$302M 0.1%
1,279,154
-11,884
162
$299M 0.1%
1,532,193
+106,779
163
$299M 0.1%
4,928,961
-10,442
164
$296M 0.1%
2,617,876
-55,345
165
$296M 0.1%
5,952,773
-769,531
166
$295M 0.1%
4,838,730
+272,260
167
$294M 0.09%
3,614,711
+476,558
168
$294M 0.09%
1,779,086
-410,874
169
$292M 0.09%
826,756
+38,951
170
$291M 0.09%
27,366,198
-1,097,192
171
$290M 0.09%
1,362,081
-132,711
172
$286M 0.09%
1,914,958
+311,406
173
$286M 0.09%
2,802,259
-283,342
174
$285M 0.09%
2,752,283
+183,669
175
$285M 0.09%
1,434,907
+430,794
5 6
7
8 9