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
2401
$3.03M ﹤0.01%
19,569
+9,834
2402
$3.02M ﹤0.01%
15,831
+4,924
2403
$3.01M ﹤0.01%
+258,464
2404
$3.01M ﹤0.01%
203,589
-7,565,454
2405
$3M ﹤0.01%
57,547
-940
2406
$3M ﹤0.01%
19,814
-40,098
2407
$3M ﹤0.01%
300,000
-475
2408
$2.99M ﹤0.01%
18,491
-25,896
2409
$2.99M ﹤0.01%
32,314
-3,930
2410
$2.98M ﹤0.01%
40,298
+5,293
2411
$2.98M ﹤0.01%
69,864
-69,900
2412
$2.98M ﹤0.01%
73,858
+8,320
2413
$2.98M ﹤0.01%
15,372
-6,652
2414
$2.97M ﹤0.01%
51,093
-23,315
2415
$2.97M ﹤0.01%
52,055
-10,874
2416
$2.96M ﹤0.01%
11,629
+2,080
2417
$2.96M ﹤0.01%
45,858
-1,506
2418
$2.96M ﹤0.01%
39,824
+1,655
2419
$2.96M ﹤0.01%
223,799
+60,415
2420
$2.95M ﹤0.01%
229,654
+24,424
2421
$2.95M ﹤0.01%
106,347
-115,974
2422
$2.94M ﹤0.01%
43,597
+10,262
2423
$2.94M ﹤0.01%
45,204
+1,895
2424
$2.93M ﹤0.01%
232,807
+102,454
2425
$2.93M ﹤0.01%
31,872
+230
95 96
97
98 99