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
2426
$2.93M ﹤0.01%
26,342
-9,035
2427
$2.93M ﹤0.01%
127,341
-55,906
2428
$2.93M ﹤0.01%
84,359
+66,865
2429
$2.93M ﹤0.01%
13,198
-42,185
2430
$2.92M ﹤0.01%
137,547
-12,174
2431
$2.91M ﹤0.01%
+5,953
2432
$2.9M ﹤0.01%
78,616
+833
2433
$2.9M ﹤0.01%
167,298
-3,978,989
2434
$2.9M ﹤0.01%
49,956
+1,543
2435
$2.9M ﹤0.01%
39,232
+25,857
2436
$2.88M ﹤0.01%
14,905
-1,302
2437
$2.87M ﹤0.01%
65,804
+2,637
2438
$2.87M ﹤0.01%
190,127
+100,943
2439
$2.86M ﹤0.01%
87,321
+22,596
2440
$2.85M ﹤0.01%
26,759
-32,373
2441
$2.85M ﹤0.01%
173,490
+8,930
2442
$2.85M ﹤0.01%
157,608
+26,375
2443
$2.84M ﹤0.01%
17,204
+1,864
2444
$2.84M ﹤0.01%
200,390
+65,482
2445
$2.84M ﹤0.01%
200,832
-75,661
2446
$2.84M ﹤0.01%
41,057
+14,407
2447
$2.83M ﹤0.01%
106,211
-4,729
2448
$2.83M ﹤0.01%
179,019
-10,397
2449
$2.83M ﹤0.01%
122,260
+10,066
2450
$2.83M ﹤0.01%
158,727
+61,814
96 97
98
99 100