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
2526
$1.45M ﹤0.01%
70,253
+35,242
2527
$1.45M ﹤0.01%
72,143
-26,870
2528
$1.45M ﹤0.01%
45,154
+44,054
2529
$1.45M ﹤0.01%
26,900
-6,384
2530
$1.45M ﹤0.01%
39,979
-6,547
2531
$1.45M ﹤0.01%
+62,280
2532
$1.45M ﹤0.01%
106,243
-12,362
2533
$1.44M ﹤0.01%
60,207
-2,440
2534
$1.44M ﹤0.01%
12,290
-64,710
2535
$1.44M ﹤0.01%
230,280
+167,582
2536
$1.44M ﹤0.01%
167,484
+165,585
2537
$1.43M ﹤0.01%
15,849
-622
2538
$1.43M ﹤0.01%
118,741
-32,800
2539
$1.43M ﹤0.01%
203,757
-86,910
2540
$1.43M ﹤0.01%
20,206
-27,971
2541
$1.43M ﹤0.01%
211,100
+57,976
2542
$1.42M ﹤0.01%
18,954
-9,771
2543
$1.42M ﹤0.01%
222,788
-299,158
2544
$1.42M ﹤0.01%
416,279
-368,149
2545
$1.42M ﹤0.01%
133,900
-116,005
2546
$1.42M ﹤0.01%
112,759
-1,309
2547
$1.42M ﹤0.01%
84,674
+22,435
2548
$1.41M ﹤0.01%
18,921
+9,151
2549
$1.41M ﹤0.01%
17,165
-3,792
2550
$1.4M ﹤0.01%
46,550
+33,146
100 101
102
103 104