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
2776
$1.06M ﹤0.01%
144,804
+53,397
2777
$1.06M ﹤0.01%
12,680
-23,387
2778
$1.06M ﹤0.01%
28,242
+22,967
2779
$1.05M ﹤0.01%
73,859
+9,604
2780
$1.05M ﹤0.01%
27,758
+7,428
2781
$1.05M ﹤0.01%
180,376
-537,612
2782
$1.05M ﹤0.01%
74,714
-2,296
2783
$1.05M ﹤0.01%
27,516
-1,697
2784
$1.05M ﹤0.01%
30,725
+27,851
2785
$1.05M ﹤0.01%
33,101
-33,148
2786
$1.05M ﹤0.01%
221,252
-23,610
2787
$1.05M ﹤0.01%
55,821
-1,478
2788
$1.05M ﹤0.01%
191,820
+30,099
2789
$1.05M ﹤0.01%
50,033
-3,203
2790
$1.05M ﹤0.01%
37,967
-2,570
2791
$1.04M ﹤0.01%
19,965
-47,074
2792
$1.04M ﹤0.01%
122,593
-72,785
2793
$1.04M ﹤0.01%
105,322
+29,053
2794
$1.04M ﹤0.01%
38,585
-44,059
2795
$1.03M ﹤0.01%
23,802
+21,518
2796
$1.03M ﹤0.01%
107,586
-435
2797
$1.03M ﹤0.01%
69,320
-8,085
2798
$1.03M ﹤0.01%
161,983
+21,582
2799
$1.03M ﹤0.01%
131,526
-18,647
2800
$1.03M ﹤0.01%
93,672
-13,836
110 111
112
113 114