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
2626
$1.28M ﹤0.01%
139,524
+112,171
2627
$1.28M ﹤0.01%
25,187
-83,004
2628
$1.28M ﹤0.01%
41,539
+12,996
2629
$1.27M ﹤0.01%
34,068
+4,015
2630
$1.27M ﹤0.01%
149,577
-4,727
2631
$1.27M ﹤0.01%
+25,000
2632
$1.27M ﹤0.01%
132,834
+28,847
2633
$1.26M ﹤0.01%
+624
2634
$1.26M ﹤0.01%
268,424
-96,494
2635
$1.26M ﹤0.01%
20,679
-14,567
2636
$1.26M ﹤0.01%
230,672
+116,485
2637
$1.26M ﹤0.01%
31,039
+9,110
2638
$1.26M ﹤0.01%
18,481
-8,024
2639
$1.26M ﹤0.01%
32,778
+5,039
2640
$1.25M ﹤0.01%
29,198
-9
2641
$1.25M ﹤0.01%
135,567
-8,532
2642
$1.25M ﹤0.01%
737,220
-52,458
2643
$1.25M ﹤0.01%
47,443
+43,960
2644
$1.25M ﹤0.01%
42,602
-149,320
2645
$1.25M ﹤0.01%
55,756
-110,585
2646
$1.25M ﹤0.01%
29,274
-1,851
2647
$1.25M ﹤0.01%
128,381
-21,218
2648
$1.24M ﹤0.01%
45,294
+17,495
2649
$1.24M ﹤0.01%
44,698
-38,845
2650
$1.24M ﹤0.01%
52,564
+9,941
104 105
106
107 108