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
2651
$1.24M ﹤0.01%
30,212
-84,926
2652
$1.24M ﹤0.01%
68,098
-22,833
2653
$1.24M ﹤0.01%
88,570
+85,570
2654
$1.24M ﹤0.01%
123,359
+108,463
2655
$1.24M ﹤0.01%
27,510
-46,477
2656
$1.24M ﹤0.01%
6,705
-3,957
2657
$1.23M ﹤0.01%
15,999
-20,954
2658
$1.23M ﹤0.01%
82,124
-58,892
2659
$1.23M ﹤0.01%
51,996
-22,195
2660
$1.22M ﹤0.01%
52,257
-3,960
2661
$1.22M ﹤0.01%
18,346
-20,478
2662
$1.22M ﹤0.01%
195,616
+19,233
2663
$1.22M ﹤0.01%
9,816
+8,770
2664
$1.22M ﹤0.01%
16,925
-4,532
2665
$1.22M ﹤0.01%
16,682
-8,814
2666
$1.22M ﹤0.01%
60,617
+51,489
2667
$1.22M ﹤0.01%
+25,000
2668
$1.22M ﹤0.01%
+25,028
2669
$1.22M ﹤0.01%
97,796
-16,370
2670
$1.21M ﹤0.01%
68,687
-4,546
2671
$1.21M ﹤0.01%
77,416
+2,766
2672
$1.21M ﹤0.01%
21,089
+600
2673
$1.21M ﹤0.01%
213,686
-22,682
2674
$1.21M ﹤0.01%
18,619
-3,695
2675
$1.21M ﹤0.01%
127,914
-57,844
105 106
107
108 109