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
2501
$1.51M ﹤0.01%
49,800
-5,425
2502
$1.51M ﹤0.01%
12,738
-69,133
2503
$1.51M ﹤0.01%
54,650
-26,349
2504
$1.51M ﹤0.01%
31,603
+20,618
2505
$1.51M ﹤0.01%
24,463
-199
2506
$1.5M ﹤0.01%
293,685
-34,341
2507
$1.5M ﹤0.01%
49,406
-26,682
2508
$1.49M ﹤0.01%
149,883
-30,017
2509
$1.49M ﹤0.01%
36,571
+28,897
2510
$1.49M ﹤0.01%
21,151
+599
2511
$1.49M ﹤0.01%
190,845
-230,217
2512
$1.49M ﹤0.01%
97,588
-60,162
2513
$1.49M ﹤0.01%
23,737
+2,867
2514
$1.49M ﹤0.01%
70,015
+60,243
2515
$1.48M ﹤0.01%
142,496
-73,847
2516
$1.48M ﹤0.01%
51,884
-28,827
2517
$1.48M ﹤0.01%
106,752
+17,436
2518
$1.48M ﹤0.01%
62,061
-769
2519
$1.48M ﹤0.01%
42,702
-12,186
2520
$1.47M ﹤0.01%
124,570
-1,432,290
2521
$1.47M ﹤0.01%
13,190
+10,537
2522
$1.46M ﹤0.01%
5,803
+4,445
2523
$1.46M ﹤0.01%
45,557
-7,326
2524
$1.46M ﹤0.01%
33,556
+6,978
2525
$1.46M ﹤0.01%
153,624
+5,147
99 100
101
102 103