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
2051
$4.8M ﹤0.01%
144,395
+33,832
2052
$4.8M ﹤0.01%
221,841
+53,377
2053
$4.79M ﹤0.01%
75,225
+6,905
2054
$4.79M ﹤0.01%
95,058
-39,084
2055
$4.78M ﹤0.01%
1,057,791
-31,238
2056
$4.78M ﹤0.01%
148,022
+11,084
2057
$4.77M ﹤0.01%
237,465
+31,944
2058
$4.76M ﹤0.01%
+244,764
2059
$4.76M ﹤0.01%
262,216
-16,552
2060
$4.75M ﹤0.01%
196,439
-34,625
2061
$4.75M ﹤0.01%
191,386
-218,537
2062
$4.74M ﹤0.01%
165,470
+23,103
2063
$4.74M ﹤0.01%
92,813
-4,166
2064
$4.74M ﹤0.01%
72,181
-12,308
2065
$4.71M ﹤0.01%
104,274
-24,876
2066
$4.71M ﹤0.01%
53,696
-16,899
2067
$4.7M ﹤0.01%
58,904
+36,732
2068
$4.69M ﹤0.01%
83,084
+28,007
2069
$4.69M ﹤0.01%
79,415
+28,432
2070
$4.67M ﹤0.01%
132,737
-159,375
2071
$4.67M ﹤0.01%
10,038
-2,298
2072
$4.66M ﹤0.01%
732,255
-187,543
2073
$4.65M ﹤0.01%
389,909
+4,618
2074
$4.64M ﹤0.01%
102,450
+7,430
2075
$4.63M ﹤0.01%
61,018
-11,768
81 82
83
84 85