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
276
$108M 0.05%
1,625,160
+21,208
277
$108M 0.05%
3,933,795
-3,618,465
278
$105M 0.04%
1,659,498
-52,996
279
$104M 0.04%
579,441
+47,615
280
$102M 0.04%
2,034,946
-121,416
281
$102M 0.04%
2,073,677
-139,412
282
$102M 0.04%
959,711
-164,738
283
$101M 0.04%
307,693
-6,123
284
$100M 0.04%
278,782
-10,227
285
$100M 0.04%
455,630
+27,271
286
$99.7M 0.04%
5,862,127
+3,279,231
287
$98.7M 0.04%
1,061,404
-50,286
288
$98.3M 0.04%
1,035,350
-58,760
289
$98.1M 0.04%
716,176
-464,931
290
$96.2M 0.04%
4,148,688
+2,368,922
291
$95.8M 0.04%
1,860,303
-1,136,375
292
$95.5M 0.04%
1,177,036
-218,909
293
$95.2M 0.04%
362,108
-10,602
294
$94.7M 0.04%
1,529,166
-339,762
295
$94.5M 0.04%
2,249,551
-492,154
296
$94.5M 0.04%
907,579
+953
297
$94.2M 0.04%
2,135,382
+299,988
298
$93.3M 0.04%
1,155,937
-253,925
299
$92.1M 0.04%
10,416,473
+539,842
300
$92.1M 0.04%
2,887,636
-371,595
10 11
12
13 14