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
1726
$7.26M ﹤0.01%
195,678
+34,051
1727
$7.25M ﹤0.01%
80,602
-11,131
1728
$7.25M ﹤0.01%
211,390
+419
1729
$7.24M ﹤0.01%
487,836
+8,213
1730
$7.24M ﹤0.01%
89,491
-175,536
1731
$7.23M ﹤0.01%
106,637
+2,894
1732
$7.23M ﹤0.01%
268,479
+6,954
1733
$7.22M ﹤0.01%
453,294
+23,267
1734
$7.22M ﹤0.01%
115,805
+24,010
1735
$7.22M ﹤0.01%
384,825
-26,280
1736
$7.21M ﹤0.01%
254,551
+80,321
1737
$7.2M ﹤0.01%
301,527
+30,793
1738
$7.17M ﹤0.01%
186,195
-9,522
1739
$7.17M ﹤0.01%
63,299
+31,687
1740
$7.16M ﹤0.01%
124,963
+52,766
1741
$7.16M ﹤0.01%
337,573
+57,991
1742
$7.15M ﹤0.01%
207,961
+24,755
1743
$7.15M ﹤0.01%
211,826
-27,175
1744
$7.13M ﹤0.01%
152,228
+50,582
1745
$7.09M ﹤0.01%
505,918
-2,360
1746
$7.08M ﹤0.01%
388,781
+60,625
1747
$7.08M ﹤0.01%
155,543
-283,936
1748
$7.07M ﹤0.01%
27,703
-1,579
1749
$7.06M ﹤0.01%
411,718
+327,566
1750
$7.06M ﹤0.01%
731,505
-148,740
68 69
70
71 72