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
2601
$1.33M ﹤0.01%
9,595
-2,033
2602
$1.33M ﹤0.01%
48,216
+11,800
2603
$1.33M ﹤0.01%
115,831
+29,460
2604
$1.33M ﹤0.01%
57,785
+1,244
2605
$1.32M ﹤0.01%
175,231
+42,763
2606
$1.32M ﹤0.01%
28,593
+11,913
2607
$1.32M ﹤0.01%
129,174
-239,974
2608
$1.32M ﹤0.01%
63,891
-95,044
2609
$1.32M ﹤0.01%
378,867
+6,965
2610
$1.32M ﹤0.01%
19,116
+5,103
2611
$1.32M ﹤0.01%
117,775
+103,784
2612
$1.32M ﹤0.01%
30,040
+7,398
2613
$1.31M ﹤0.01%
221,142
+26,784
2614
$1.31M ﹤0.01%
715,835
-113,988
2615
$1.31M ﹤0.01%
36,984
-13,574
2616
$1.31M ﹤0.01%
25,722
-6,635
2617
$1.3M ﹤0.01%
47,588
+854
2618
$1.3M ﹤0.01%
51,223
-38,269
2619
$1.3M ﹤0.01%
40,434
-416
2620
$1.3M ﹤0.01%
53,153
+12,427
2621
$1.29M ﹤0.01%
263,327
-125,692
2622
$1.29M ﹤0.01%
107,184
+22,782
2623
$1.29M ﹤0.01%
8,521
-11,620
2624
$1.29M ﹤0.01%
18,816
-24,588
2625
$1.29M ﹤0.01%
43,290
+3,400
103 104
105
106 107