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
3326
$533K ﹤0.01%
21,725
-2,967
3327
$533K ﹤0.01%
65,412
-434,387
3328
$531K ﹤0.01%
22,210
+13,479
3329
$529K ﹤0.01%
31,655
-3,688
3330
$529K ﹤0.01%
21,595
-9,360
3331
$529K ﹤0.01%
8,327
+1,415
3332
$529K ﹤0.01%
11,074
-1,110
3333
$528K ﹤0.01%
13,649
+13,279
3334
$528K ﹤0.01%
33,299
-19,466
3335
$528K ﹤0.01%
22,494
+20,981
3336
$527K ﹤0.01%
42,785
-8,885
3337
$527K ﹤0.01%
23,309
+11,247
3338
$526K ﹤0.01%
25,658
-1,418
3339
$525K ﹤0.01%
45,034
-347,111
3340
$525K ﹤0.01%
56,517
-22,931
3341
$524K ﹤0.01%
87,567
+58,945
3342
$522K ﹤0.01%
33,895
+23,271
3343
$522K ﹤0.01%
39,241
-7,654
3344
$522K ﹤0.01%
40,743
-25,449
3345
$521K ﹤0.01%
22,105
+7,597
3346
$521K ﹤0.01%
20,674
+18,689
3347
$521K ﹤0.01%
11,524
+4,826
3348
$521K ﹤0.01%
34,913
-444
3349
$520K ﹤0.01%
7,054
+5,312
3350
$520K ﹤0.01%
42,199
+6,097
132 133
134
135 136