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
2551
$1.4M ﹤0.01%
39,378
+16,770
2552
$1.4M ﹤0.01%
57,421
+25,290
2553
$1.4M ﹤0.01%
30,738
-8,776
2554
$1.4M ﹤0.01%
29,515
+748
2555
$1.4M ﹤0.01%
113,155
+57,353
2556
$1.4M ﹤0.01%
83,413
-67,360
2557
$1.4M ﹤0.01%
292,980
-90,116
2558
$1.39M ﹤0.01%
21,419
-1,891
2559
$1.39M ﹤0.01%
23,966
+3,766
2560
$1.39M ﹤0.01%
118,618
+82,350
2561
$1.39M ﹤0.01%
50,653
-3,999
2562
$1.39M ﹤0.01%
64,626
+56,067
2563
$1.39M ﹤0.01%
310,766
+193,522
2564
$1.38M ﹤0.01%
247,568
+129,953
2565
$1.38M ﹤0.01%
38,968
+24,141
2566
$1.38M ﹤0.01%
331,464
+243,304
2567
$1.38M ﹤0.01%
27,911
-6,089
2568
$1.38M ﹤0.01%
6,340
-632
2569
$1.37M ﹤0.01%
215,676
+137,401
2570
$1.37M ﹤0.01%
278,486
-94,834
2571
$1.37M ﹤0.01%
182,811
+138,769
2572
$1.37M ﹤0.01%
164,596
+131,706
2573
$1.37M ﹤0.01%
4,235
+1,472
2574
$1.37M ﹤0.01%
168,591
-5,503
2575
$1.36M ﹤0.01%
215,363
-103,271
101 102
103
104 105