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
2901
$906K ﹤0.01%
89,004
+63,024
2902
$905K ﹤0.01%
11,966
-7,442
2903
$904K ﹤0.01%
36,371
+1,267
2904
$902K ﹤0.01%
33,098
+5,972
2905
$902K ﹤0.01%
3,063
+33
2906
$901K ﹤0.01%
27,732
-58,698
2907
$901K ﹤0.01%
37,873
-8,277
2908
$898K ﹤0.01%
58,341
+50,697
2909
$896K ﹤0.01%
47,208
-65,719
2910
$896K ﹤0.01%
18,466
+763
2911
$896K ﹤0.01%
50,833
-20,819
2912
$891K ﹤0.01%
67,536
+23,645
2913
$890K ﹤0.01%
92,039
-10,425
2914
$885K ﹤0.01%
24,419
+4,421
2915
$884K ﹤0.01%
95,090
+57,961
2916
$884K ﹤0.01%
339,771
+9,866
2917
$881K ﹤0.01%
60,675
+6,601
2918
$878K ﹤0.01%
60,869
+1,033
2919
$878K ﹤0.01%
155,735
-1,044
2920
$877K ﹤0.01%
41,243
+13,936
2921
$875K ﹤0.01%
71,759
+52,065
2922
$875K ﹤0.01%
23,268
-4,118
2923
$874K ﹤0.01%
64,738
-12,290
2924
$874K ﹤0.01%
12,529
-6,172
2925
$873K ﹤0.01%
26,103
+22,224
115 116
117
118 119