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
201
$245M 0.08%
3,870,539
+1,224,496
202
$242M 0.08%
1,675,904
-279,442
203
$238M 0.08%
2,497,231
+581,517
204
$237M 0.08%
4,721,430
+90,363
205
$236M 0.08%
2,454,047
-53,836
206
$233M 0.08%
3,857,742
+1,898,385
207
$227M 0.07%
782,791
-19,794
208
$227M 0.07%
2,152,301
+248,068
209
$226M 0.07%
723,963
+202,672
210
$223M 0.07%
1,826,826
-73,441
211
$223M 0.07%
727,296
-105,015
212
$223M 0.07%
405,674
-5,431
213
$221M 0.07%
1,817,763
-564,696
214
$220M 0.07%
3,189,003
-125,744
215
$219M 0.07%
2,299,302
-115,112
216
$216M 0.07%
3,900,887
+421,274
217
$215M 0.07%
2,074,297
-33,426
218
$214M 0.07%
4,485,674
-47,223
219
$214M 0.07%
10,840,505
+3,407,297
220
$213M 0.07%
873,421
-537,624
221
$211M 0.07%
1,217,083
+1,084,299
222
$210M 0.07%
11,512,545
-458,722
223
$210M 0.07%
1,651,678
-77,213
224
$208M 0.07%
784,020
+41,213
225
$207M 0.07%
7,805,102
-254,260
7 8
9
10 11