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
2826
$988K ﹤0.01%
96,532
+16,732
2827
$987K ﹤0.01%
26,649
+9,127
2828
$987K ﹤0.01%
56,462
-3,794
2829
$986K ﹤0.01%
13,857
-1,655
2830
$980K ﹤0.01%
31,631
+5,746
2831
$980K ﹤0.01%
132,990
-74,974
2832
$976K ﹤0.01%
31,803
-14,191
2833
$975K ﹤0.01%
113,281
+68,983
2834
$974K ﹤0.01%
93,945
-112,847
2835
$974K ﹤0.01%
61,593
-88,105
2836
$973K ﹤0.01%
+5,737
2837
$973K ﹤0.01%
15,900
+552
2838
$973K ﹤0.01%
30,036
+21,674
2839
$972K ﹤0.01%
18,766
+4,356
2840
$972K ﹤0.01%
21,161
+13
2841
$971K ﹤0.01%
95,487
+14,704
2842
$970K ﹤0.01%
30,648
-1,063
2843
$969K ﹤0.01%
38,913
-2,813
2844
$969K ﹤0.01%
30,419
-66,753
2845
$967K ﹤0.01%
45,720
+45,038
2846
$966K ﹤0.01%
114,979
+10,057
2847
$966K ﹤0.01%
76,452
+58,851
2848
$966K ﹤0.01%
28,259
+28,187
2849
$964K ﹤0.01%
157,201
-48,314
2850
$964K ﹤0.01%
13,674
+5,137
112 113
114
115 116