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
2701
$1.17M ﹤0.01%
226,992
-101,586
2702
$1.16M ﹤0.01%
46,474
+3,508
2703
$1.16M ﹤0.01%
165,750
+145,323
2704
$1.16M ﹤0.01%
43,328
-3,437
2705
$1.16M ﹤0.01%
83,199
+2,267
2706
$1.16M ﹤0.01%
26,920
+20,914
2707
$1.16M ﹤0.01%
129,563
-27,447
2708
$1.16M ﹤0.01%
62,612
-31,651
2709
$1.16M ﹤0.01%
33,271
-5,001
2710
$1.15M ﹤0.01%
117,894
+107,100
2711
$1.15M ﹤0.01%
37,423
-117,120
2712
$1.15M ﹤0.01%
94,713
+12,798
2713
$1.15M ﹤0.01%
42,022
+1,118
2714
$1.15M ﹤0.01%
25,828
-3,480
2715
$1.15M ﹤0.01%
20,318
+8,310
2716
$1.15M ﹤0.01%
10,176
-1,920
2717
$1.15M ﹤0.01%
14,624
-97,289
2718
$1.15M ﹤0.01%
12,165
-2,189
2719
$1.14M ﹤0.01%
85,692
+27,346
2720
$1.14M ﹤0.01%
20,515
-17,494
2721
$1.14M ﹤0.01%
21,874
-11,437
2722
$1.14M ﹤0.01%
110,785
+9,296
2723
$1.14M ﹤0.01%
122,802
+122,501
2724
$1.14M ﹤0.01%
104,478
+21,941
2725
$1.13M ﹤0.01%
12,553
+9,685
107 108
109
110 111