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
2676
$1.21M ﹤0.01%
121,582
-3,783
2677
$1.21M ﹤0.01%
32,331
-6,998
2678
$1.2M ﹤0.01%
31,664
-106,891
2679
$1.2M ﹤0.01%
101,437
-106,645
2680
$1.2M ﹤0.01%
28,752
+20,455
2681
$1.2M ﹤0.01%
28,522
+8,276
2682
$1.2M ﹤0.01%
930,608
-16,618
2683
$1.19M ﹤0.01%
38,253
+11,054
2684
$1.19M ﹤0.01%
62,144
-829
2685
$1.19M ﹤0.01%
19,156
+6,596
2686
$1.19M ﹤0.01%
51,154
-16,786
2687
$1.18M ﹤0.01%
24,427
+422
2688
$1.18M ﹤0.01%
42,476
+5,453
2689
$1.18M ﹤0.01%
56,565
-31,801
2690
$1.18M ﹤0.01%
32,162
+4,500
2691
$1.18M ﹤0.01%
4,077
+1,763
2692
$1.18M ﹤0.01%
65,369
-2,639
2693
$1.18M ﹤0.01%
32,465
-24,180
2694
$1.17M ﹤0.01%
85,839
+78,555
2695
$1.17M ﹤0.01%
58,372
+4,308
2696
$1.17M ﹤0.01%
147,030
+3,104
2697
$1.17M ﹤0.01%
10,296
-21,338
2698
$1.17M ﹤0.01%
34,032
-4,314
2699
$1.17M ﹤0.01%
41,915
+4,008
2700
$1.17M ﹤0.01%
74,556
-474
106 107
108
109 110