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
3076
$735K ﹤0.01%
80,989
+14,373
3077
$735K ﹤0.01%
30,547
-451
3078
$734K ﹤0.01%
29,818
+5,824
3079
$734K ﹤0.01%
81,434
-497
3080
$734K ﹤0.01%
5,244
-1,252
3081
$733K ﹤0.01%
1,638
+954
3082
$733K ﹤0.01%
50,101
-2,777
3083
$733K ﹤0.01%
47,443
-25,152
3084
$732K ﹤0.01%
32,489
-181,891
3085
$732K ﹤0.01%
298,612
-214,723
3086
$731K ﹤0.01%
27,786
+17,187
3087
$731K ﹤0.01%
110,775
+1,109
3088
$731K ﹤0.01%
22,243
-33,480
3089
$730K ﹤0.01%
17,461
-9,436
3090
$730K ﹤0.01%
56,924
-3,194
3091
$729K ﹤0.01%
51,904
+5,774
3092
$723K ﹤0.01%
31,755
+4,517
3093
$722K ﹤0.01%
60,690
+8,102
3094
$721K ﹤0.01%
301,454
+109,125
3095
$721K ﹤0.01%
11,726
-7,880
3096
$721K ﹤0.01%
15,845
-19,535
3097
$720K ﹤0.01%
17,146
-18,774
3098
$719K ﹤0.01%
62,323
+57,792
3099
$719K ﹤0.01%
202,999
-25,821
3100
$718K ﹤0.01%
15,305
-1,876
122 123
124
125 126