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
2326
$3.35M ﹤0.01%
+71,113
2327
$3.33M ﹤0.01%
36,529
-6,791
2328
$3.32M ﹤0.01%
41,125
-85,954
2329
$3.32M ﹤0.01%
62,283
+62,249
2330
$3.32M ﹤0.01%
63,508
-21,916
2331
$3.32M ﹤0.01%
88,406
-31,870
2332
$3.32M ﹤0.01%
167,277
+94,611
2333
$3.3M ﹤0.01%
85,102
-86,293
2334
$3.3M ﹤0.01%
59,832
+3,835
2335
$3.29M ﹤0.01%
200,036
+31,664
2336
$3.29M ﹤0.01%
12,984
+1,147
2337
$3.29M ﹤0.01%
115,552
+5,838
2338
$3.29M ﹤0.01%
216,137
-38,150
2339
$3.27M ﹤0.01%
42,592
+21,813
2340
$3.27M ﹤0.01%
177,266
-28,369
2341
$3.27M ﹤0.01%
340,084
-32,342
2342
$3.27M ﹤0.01%
26,332
-34,538
2343
$3.27M ﹤0.01%
54,576
+4,494
2344
$3.27M ﹤0.01%
327,261
+17,197
2345
$3.26M ﹤0.01%
83,561
+53,768
2346
$3.26M ﹤0.01%
51,468
+2,027
2347
$3.26M ﹤0.01%
10,114
-17,909
2348
$3.25M ﹤0.01%
40,348
-1,212
2349
$3.25M ﹤0.01%
76,568
+21,091
2350
$3.24M ﹤0.01%
95,972
-35,305
92 93
94
95 96