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
3176
$662K ﹤0.01%
10,152
+1,022
3177
$661K ﹤0.01%
20,314
-6,104
3178
$660K ﹤0.01%
46,793
+20,958
3179
$660K ﹤0.01%
72,385
+5,246
3180
$659K ﹤0.01%
37,390
+557
3181
$658K ﹤0.01%
20,657
-9,979
3182
$658K ﹤0.01%
1,894
-3,723
3183
$658K ﹤0.01%
+93,515
3184
$657K ﹤0.01%
56,956
-27,204
3185
$657K ﹤0.01%
58,440
-316
3186
$656K ﹤0.01%
37,096
+8,959
3187
$656K ﹤0.01%
29,178
-2,400
3188
$655K ﹤0.01%
31,061
-2,813
3189
$654K ﹤0.01%
10,060
-18,728
3190
$653K ﹤0.01%
12,175
+7,505
3191
$652K ﹤0.01%
8,422
-1,209
3192
$652K ﹤0.01%
75,649
+64,864
3193
$651K ﹤0.01%
94,636
+204
3194
$651K ﹤0.01%
20,221
-972
3195
$649K ﹤0.01%
11,061
-6,879
3196
$647K ﹤0.01%
54,917
+28,119
3197
$647K ﹤0.01%
12,911
+11,342
3198
$647K ﹤0.01%
59,957
+55,888
3199
$646K ﹤0.01%
89,184
+37,306
3200
$646K ﹤0.01%
44,720
-8,529
126 127
128
129 130