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
2801
$1.03M ﹤0.01%
23,928
+11,528
2802
$1.03M ﹤0.01%
47,688
+22,753
2803
$1.02M ﹤0.01%
37,250
+6,155
2804
$1.02M ﹤0.01%
37,044
+10,883
2805
$1.02M ﹤0.01%
31,275
+6,494
2806
$1.02M ﹤0.01%
18,104
+15,078
2807
$1.02M ﹤0.01%
70,512
-8,886
2808
$1.02M ﹤0.01%
230,051
+23,738
2809
$1.02M ﹤0.01%
18,743
-17,734
2810
$1.02M ﹤0.01%
34,632
+6,363
2811
$1.02M ﹤0.01%
19,183
+630
2812
$1.02M ﹤0.01%
14,226
+1,699
2813
$1.02M ﹤0.01%
40,514
+2,148
2814
$1.01M ﹤0.01%
46,626
+45,985
2815
$1.01M ﹤0.01%
12,329
+1,977
2816
$1.01M ﹤0.01%
31,594
-9,403
2817
$1M ﹤0.01%
18,862
+569
2818
$1M ﹤0.01%
207,862
-16,516
2819
$996K ﹤0.01%
12,741
+12,038
2820
$996K ﹤0.01%
39,940
+19,190
2821
$994K ﹤0.01%
112,217
+49,810
2822
$994K ﹤0.01%
107,550
-67,304
2823
$992K ﹤0.01%
65,139
-42,910
2824
$991K ﹤0.01%
43,198
-7,939
2825
$990K ﹤0.01%
14,062
-103
111 112
113
114 115