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
$185B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,711
New
Increased
Reduced
Closed

Top Buys

1
+$547M
2
+$421M
3
+$353M
4
GLD icon
SPDR Gold Trust
GLD
+$295M
5
BABA icon
Alibaba
BABA
+$258M

Top Sells

1
+$1.21B
2
+$1.21B
3
+$1.14B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$832M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$421M

Sector Composition

1 Technology 13.83%
2 Healthcare 8.03%
3 Consumer Discretionary 8.01%
4 Financials 7.69%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.57M ﹤0.01%
29,939
-5,966
2477
$1.56M ﹤0.01%
41,492
+7,703
2478
$1.56M ﹤0.01%
123,797
+13,536
2479
$1.56M ﹤0.01%
31,547
-2,204
2480
$1.56M ﹤0.01%
31,954
+7,957
2481
$1.56M ﹤0.01%
86,946
+15,006
2482
$1.56M ﹤0.01%
85,390
-7,289
2483
$1.55M ﹤0.01%
30,294
-10,421
2484
$1.55M ﹤0.01%
71,328
-3,979
2485
$1.55M ﹤0.01%
30,574
+4,406
2486
$1.55M ﹤0.01%
147,024
+137,763
2487
$1.55M ﹤0.01%
49,501
-5,004
2488
$1.55M ﹤0.01%
48,516
+48,094
2489
$1.55M ﹤0.01%
105,678
-39,286
2490
$1.54M ﹤0.01%
43,540
-16,616
2491
$1.54M ﹤0.01%
+112,546
2492
$1.54M ﹤0.01%
45,674
-17,732
2493
$1.54M ﹤0.01%
387,434
-103,339
2494
$1.53M ﹤0.01%
37,428
+33,241
2495
$1.53M ﹤0.01%
41,623
-7,038
2496
$1.53M ﹤0.01%
65,054
+14,424
2497
$1.53M ﹤0.01%
32,507
+28,341
2498
$1.52M ﹤0.01%
88,097
-47,050
2499
$1.52M ﹤0.01%
410,362
-27,406
2500
$1.52M ﹤0.01%
49,645
-145,054
98 99
100
101 102