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
2751
$1.1M ﹤0.01%
52,802
-39,337
2752
$1.1M ﹤0.01%
14,365
+7,489
2753
$1.09M ﹤0.01%
100,904
-76,308
2754
$1.09M ﹤0.01%
33,185
-5,960
2755
$1.09M ﹤0.01%
82,376
+8,954
2756
$1.09M ﹤0.01%
33,744
-53,907
2757
$1.09M ﹤0.01%
35,975
+10,415
2758
$1.09M ﹤0.01%
94,969
-49,916
2759
$1.09M ﹤0.01%
21,861
+12,772
2760
$1.09M ﹤0.01%
37,433
+844
2761
$1.09M ﹤0.01%
45,750
-29,084
2762
$1.09M ﹤0.01%
72,888
-1,652
2763
$1.08M ﹤0.01%
221,212
-8,174
2764
$1.08M ﹤0.01%
70,905
-671
2765
$1.08M ﹤0.01%
38,118
-782
2766
$1.08M ﹤0.01%
20,878
-4,486
2767
$1.07M ﹤0.01%
17,059
-19,123
2768
$1.07M ﹤0.01%
41,171
-29,787
2769
$1.07M ﹤0.01%
80,758
+3,334
2770
$1.07M ﹤0.01%
36,159
-942
2771
$1.07M ﹤0.01%
58,933
+38,251
2772
$1.07M ﹤0.01%
11,260
-7,356
2773
$1.07M ﹤0.01%
76,862
+3,574
2774
$1.06M ﹤0.01%
22,955
-3,119
2775
$1.06M ﹤0.01%
9,580
-44,748
109 110
111
112 113