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
301
$91.8M 0.04%
2,516,878
-371,556
302
$91.6M 0.04%
309,220
-312,270
303
$90.8M 0.04%
1,758,284
-660
304
$90.8M 0.04%
3,262,827
-393,000
305
$90.6M 0.04%
2,017,746
-606,304
306
$90.6M 0.04%
1,237,303
+75,422
307
$90.5M 0.04%
3,328,954
-1,519,252
308
$90.5M 0.04%
517,319
+6,207
309
$90.4M 0.04%
6,398,882
+1,874,657
310
$90.3M 0.04%
1,661,160
+33,426
311
$90.2M 0.04%
1,253,460
-26,460
312
$90.2M 0.04%
232,643
+99,054
313
$89.9M 0.04%
1,637,409
-747,797
314
$89.9M 0.04%
498,668
+80,813
315
$89M 0.04%
1,343,107
-119,787
316
$88.4M 0.04%
1,884,532
+1,785,462
317
$88.4M 0.04%
591,285
-10,750
318
$87.9M 0.04%
+2,981,053
319
$87.6M 0.04%
1,776,500
+146,116
320
$87.4M 0.04%
1,588,921
+64,345
321
$87.1M 0.04%
7,113,792
-4,100,478
322
$86.8M 0.04%
619,268
+112,804
323
$86.7M 0.04%
1,589,513
-157,263
324
$86.6M 0.04%
1,749,135
+962,902
325
$86.1M 0.04%
617,140
+204,128
11 12
13
14 15