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
251
$126M 0.05%
6,631,098
+1,003,868
252
$124M 0.05%
531,007
-38,676
253
$124M 0.05%
4,032,945
+3,101,002
254
$122M 0.05%
1,356,453
-210,312
255
$122M 0.05%
1,139,250
+14,609
256
$121M 0.05%
584,521
-57,909
257
$118M 0.05%
2,734,585
+57,717
258
$118M 0.05%
827,574
+54,052
259
$118M 0.05%
2,099,708
-69,608
260
$117M 0.05%
1,901,700
-710,942
261
$117M 0.05%
2,581,653
-2,296,431
262
$117M 0.05%
1,162,833
+449,413
263
$116M 0.05%
1,986,056
+495,416
264
$115M 0.05%
2,133,064
+466,112
265
$115M 0.05%
4,956,003
+265,380
266
$115M 0.05%
656,068
+20,009
267
$114M 0.05%
1,989,923
-102,406
268
$113M 0.05%
2,959,104
+488,790
269
$113M 0.05%
1,964,713
-421,462
270
$112M 0.05%
2,252,693
+369,299
271
$111M 0.05%
1,390,730
-442,038
272
$110M 0.05%
1,454,923
+129,821
273
$109M 0.05%
1,030,509
+915,828
274
$109M 0.05%
2,163,155
+711,108
275
$108M 0.05%
4,861,164
-38,950
9 10
11
12 13