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
2726
$1.13M ﹤0.01%
98,391
+1,209
2727
$1.13M ﹤0.01%
47,238
+24,223
2728
$1.13M ﹤0.01%
17,446
-10,478
2729
$1.13M ﹤0.01%
36,590
-7,555
2730
$1.13M ﹤0.01%
11,750
+885
2731
$1.13M ﹤0.01%
75,816
+40,932
2732
$1.12M ﹤0.01%
29,684
-3,696
2733
$1.12M ﹤0.01%
54,529
+5,404
2734
$1.12M ﹤0.01%
36,372
+32,174
2735
$1.12M ﹤0.01%
247,470
-73,480
2736
$1.12M ﹤0.01%
20,882
+2,615
2737
$1.12M ﹤0.01%
99,820
+84,052
2738
$1.12M ﹤0.01%
161,815
-13,770
2739
$1.11M ﹤0.01%
18,479
+11,731
2740
$1.11M ﹤0.01%
23,012
-3,706
2741
$1.11M ﹤0.01%
60,363
+10,298
2742
$1.11M ﹤0.01%
24,602
-9,685
2743
$1.11M ﹤0.01%
25,021
-47,996
2744
$1.11M ﹤0.01%
83,995
-14,388
2745
$1.1M ﹤0.01%
54,382
+27,917
2746
$1.1M ﹤0.01%
47,212
-395
2747
$1.1M ﹤0.01%
44,485
-11,183
2748
$1.1M ﹤0.01%
28,208
-7,203
2749
$1.1M ﹤0.01%
28,051
-9,268
2750
$1.1M ﹤0.01%
8,022
-22,994
108 109
110
111 112