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
2451
$2.83M ﹤0.01%
24,451
-2,380
2452
$2.82M ﹤0.01%
70,454
+1,789
2453
$2.81M ﹤0.01%
37,291
-1,639
2454
$2.81M ﹤0.01%
31,337
+15,410
2455
$2.81M ﹤0.01%
71,656
-57,052
2456
$2.81M ﹤0.01%
41,100
+16,800
2457
$2.79M ﹤0.01%
118,214
-1,062
2458
$2.79M ﹤0.01%
32,620
-8,035
2459
$2.79M ﹤0.01%
36,625
+2,439
2460
$2.79M ﹤0.01%
54,121
+4,692
2461
$2.78M ﹤0.01%
54,972
+4,315
2462
$2.78M ﹤0.01%
34,263
+1,989
2463
$2.78M ﹤0.01%
164,526
-217,775
2464
$2.77M ﹤0.01%
37,338
+13,183
2465
$2.76M ﹤0.01%
94,517
-2,237
2466
$2.76M ﹤0.01%
65,790
+40,783
2467
$2.75M ﹤0.01%
273,781
+11,049
2468
$2.75M ﹤0.01%
240,028
-35,996
2469
$2.75M ﹤0.01%
46,641
+26,889
2470
$2.75M ﹤0.01%
125,637
-18,206
2471
$2.75M ﹤0.01%
353,109
+37,285
2472
$2.75M ﹤0.01%
147,139
-144,886
2473
$2.75M ﹤0.01%
53,630
-57,513
2474
$2.74M ﹤0.01%
30,763
-23,867
2475
$2.74M ﹤0.01%
308,522
-103,799
97 98
99
100 101