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
2126
$4.4M ﹤0.01%
67,308
+3,546
2127
$4.4M ﹤0.01%
86,559
-44,838
2128
$4.4M ﹤0.01%
132,966
-26,676
2129
$4.39M ﹤0.01%
132,786
+123,888
2130
$4.39M ﹤0.01%
101,539
+25,212
2131
$4.38M ﹤0.01%
92,307
+2,563
2132
$4.38M ﹤0.01%
162,645
-14,688
2133
$4.37M ﹤0.01%
138,663
+111,673
2134
$4.36M ﹤0.01%
179,413
+20,763
2135
$4.35M ﹤0.01%
62,482
-11,896
2136
$4.35M ﹤0.01%
51,309
-8,567
2137
$4.34M ﹤0.01%
100,113
+7,503
2138
$4.33M ﹤0.01%
99,519
+49,495
2139
$4.33M ﹤0.01%
298,294
+11,694
2140
$4.32M ﹤0.01%
264,778
-5,357
2141
$4.32M ﹤0.01%
111,699
+1,405
2142
$4.32M ﹤0.01%
82,202
+14,520
2143
$4.31M ﹤0.01%
35,658
+6,580
2144
$4.31M ﹤0.01%
174,661
+60,761
2145
$4.3M ﹤0.01%
101,764
+20,351
2146
$4.29M ﹤0.01%
182,608
+171,688
2147
$4.29M ﹤0.01%
288,638
-18,875
2148
$4.29M ﹤0.01%
66,268
+33,084
2149
$4.28M ﹤0.01%
254,117
-13,065
2150
$4.28M ﹤0.01%
77,609
+4,482
84 85
86
87 88