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
2351
$3.24M ﹤0.01%
63,630
-40,596
2352
$3.24M ﹤0.01%
47,623
+12,884
2353
$3.22M ﹤0.01%
118,121
+14,020
2354
$3.22M ﹤0.01%
194,820
-151,709
2355
$3.22M ﹤0.01%
131,396
+5,740
2356
$3.21M ﹤0.01%
18,560
-5,823
2357
$3.21M ﹤0.01%
16,409
+326
2358
$3.21M ﹤0.01%
33,003
-3,121
2359
$3.21M ﹤0.01%
6,224
+4,496
2360
$3.2M ﹤0.01%
15,971
-8,745
2361
$3.19M ﹤0.01%
49,727
-2,194
2362
$3.18M ﹤0.01%
36,622
-15,660
2363
$3.18M ﹤0.01%
786,329
-721,691
2364
$3.18M ﹤0.01%
108,461
+6,025
2365
$3.18M ﹤0.01%
+49,094
2366
$3.16M ﹤0.01%
151,207
-382,802
2367
$3.16M ﹤0.01%
18,649
-2,573
2368
$3.16M ﹤0.01%
11,528
+5,338
2369
$3.16M ﹤0.01%
4,032
+3,564
2370
$3.15M ﹤0.01%
169,771
+7,295
2371
$3.15M ﹤0.01%
130,179
+21,389
2372
$3.15M ﹤0.01%
+12,424
2373
$3.15M ﹤0.01%
21,574
-1,076
2374
$3.14M ﹤0.01%
67,642
+38,057
2375
$3.13M ﹤0.01%
61,926
-9,016
93 94
95
96 97