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
3301
$555K ﹤0.01%
23,682
-1,259
3302
$554K ﹤0.01%
209,563
+5,218
3303
$554K ﹤0.01%
23,249
-349
3304
$553K ﹤0.01%
16,098
+1,796
3305
$551K ﹤0.01%
28,149
+3,860
3306
$551K ﹤0.01%
31,428
+12,166
3307
$550K ﹤0.01%
90,690
-138,546
3308
$549K ﹤0.01%
8,151
+5,856
3309
$549K ﹤0.01%
79,871
+35,303
3310
$548K ﹤0.01%
83,932
-2,723
3311
$547K ﹤0.01%
17,586
-2,194
3312
$547K ﹤0.01%
9,031
+1,702
3313
$546K ﹤0.01%
10,383
-264
3314
$544K ﹤0.01%
17,951
-3,712
3315
$544K ﹤0.01%
20,409
+7,227
3316
$544K ﹤0.01%
3,917
-816
3317
$543K ﹤0.01%
30,555
-25,541
3318
$543K ﹤0.01%
54,521
+4,916
3319
$542K ﹤0.01%
36,190
-5,982
3320
$541K ﹤0.01%
47,059
-39,745
3321
$538K ﹤0.01%
3,642
-7,041
3322
$538K ﹤0.01%
28,862
-3,686
3323
$536K ﹤0.01%
82,601
+39,210
3324
$536K ﹤0.01%
+50,582
3325
$535K ﹤0.01%
12,867
-1,428
131 132
133
134 135