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
2926
$872K ﹤0.01%
21,341
-7,485
2927
$872K ﹤0.01%
106,426
+2,705
2928
$870K ﹤0.01%
32,211
-2,759
2929
$870K ﹤0.01%
12,583
-8,221
2930
$870K ﹤0.01%
35,337
+32,697
2931
$869K ﹤0.01%
83,206
-103,096
2932
$869K ﹤0.01%
13,172
-7,536
2933
$865K ﹤0.01%
103,966
-65,009
2934
$865K ﹤0.01%
62,945
+61,774
2935
$864K ﹤0.01%
20,140
-11,032
2936
$864K ﹤0.01%
36,819
+18,326
2937
$863K ﹤0.01%
92,499
-58,356
2938
$862K ﹤0.01%
28,046
-60,556
2939
$862K ﹤0.01%
92,077
-285,578
2940
$862K ﹤0.01%
2,993
+710
2941
$860K ﹤0.01%
60,510
-1,670
2942
$857K ﹤0.01%
3,111
-1,091
2943
$855K ﹤0.01%
18,722
+18,422
2944
$855K ﹤0.01%
53,302
-30,429
2945
$855K ﹤0.01%
14,312
+11,367
2946
$853K ﹤0.01%
2,609
-22
2947
$850K ﹤0.01%
90,102
-10,487
2948
$850K ﹤0.01%
94,538
+58,617
2949
$849K ﹤0.01%
103,622
-101,551
2950
$848K ﹤0.01%
12,149
+5,195
116 117
118
119 120