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
3151
$677K ﹤0.01%
14,730
-12,514
3152
$677K ﹤0.01%
64,459
+1,162
3153
$677K ﹤0.01%
46,043
-19,042
3154
$676K ﹤0.01%
414,970
+318,295
3155
$675K ﹤0.01%
42,689
+18,199
3156
$675K ﹤0.01%
19,704
-2,923
3157
$675K ﹤0.01%
22,454
+20
3158
$674K ﹤0.01%
50,081
-20,385
3159
$674K ﹤0.01%
3,260
+636
3160
$672K ﹤0.01%
50,551
-223,626
3161
$672K ﹤0.01%
19,354
-1,410
3162
$671K ﹤0.01%
134,607
+7,798
3163
$670K ﹤0.01%
5,849
-4,365
3164
$669K ﹤0.01%
40,786
-1,319
3165
$669K ﹤0.01%
100,314
+92,318
3166
$669K ﹤0.01%
5,889
+1,236
3167
$668K ﹤0.01%
40,365
+27,172
3168
$667K ﹤0.01%
7,631
+1,905
3169
$666K ﹤0.01%
49,495
-7,002
3170
$666K ﹤0.01%
54,586
+29,625
3171
$666K ﹤0.01%
98,353
+45,089
3172
$665K ﹤0.01%
25,083
+2,585
3173
$665K ﹤0.01%
21,666
-133,127
3174
$665K ﹤0.01%
13,481
-1,786
3175
$663K ﹤0.01%
89,408
-744
125 126
127
128 129