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
2576
$1.36M ﹤0.01%
36,284
+30,969
2577
$1.36M ﹤0.01%
48,246
+11,530
2578
$1.36M ﹤0.01%
188,014
+120,155
2579
$1.36M ﹤0.01%
51,293
-14,224
2580
$1.36M ﹤0.01%
32,395
+2,954
2581
$1.35M ﹤0.01%
105,087
+5,340
2582
$1.35M ﹤0.01%
89,013
-2,491
2583
$1.35M ﹤0.01%
58,920
-5,465
2584
$1.35M ﹤0.01%
33,741
-1,479
2585
$1.35M ﹤0.01%
93,988
-6,794
2586
$1.35M ﹤0.01%
27,466
+1,156
2587
$1.35M ﹤0.01%
131,560
-116,148
2588
$1.35M ﹤0.01%
+53,044
2589
$1.35M ﹤0.01%
130,525
-322,425
2590
$1.35M ﹤0.01%
22,524
-253
2591
$1.35M ﹤0.01%
23,293
+12,985
2592
$1.35M ﹤0.01%
7,335
+6,726
2593
$1.35M ﹤0.01%
53,933
+25,427
2594
$1.34M ﹤0.01%
19,091
-159,000
2595
$1.34M ﹤0.01%
150,096
+126,304
2596
$1.34M ﹤0.01%
324,495
-10,627
2597
$1.34M ﹤0.01%
190,903
-129,016
2598
$1.34M ﹤0.01%
33,858
-4,390
2599
$1.34M ﹤0.01%
37,712
+22,152
2600
$1.33M ﹤0.01%
154,132
+6,360
102 103
104
105 106