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
3351
$520K ﹤0.01%
23,468
-1,495
3352
$519K ﹤0.01%
15,538
-7,419
3353
$519K ﹤0.01%
15,688
+6,730
3354
$519K ﹤0.01%
35,958
-6,488
3355
$518K ﹤0.01%
13,725
-2,103
3356
$518K ﹤0.01%
9,921
-3,439
3357
$518K ﹤0.01%
15,068
-2,074
3358
$518K ﹤0.01%
20,287
-565
3359
$518K ﹤0.01%
20,201
-29,794
3360
$518K ﹤0.01%
25,307
-28,878
3361
$517K ﹤0.01%
23,910
-1,461
3362
$516K ﹤0.01%
19,664
+13,810
3363
$516K ﹤0.01%
18,275
-10,251
3364
$515K ﹤0.01%
2,288
-419
3365
$513K ﹤0.01%
194,083
-226,650
3366
$513K ﹤0.01%
25,814
+2,070
3367
$513K ﹤0.01%
19,397
-522
3368
$513K ﹤0.01%
24,897
-18,282
3369
$513K ﹤0.01%
51,556
-7,397
3370
$513K ﹤0.01%
6,600
-1,692
3371
$512K ﹤0.01%
5,722
-5,792
3372
$512K ﹤0.01%
9,549
-1,280
3373
$511K ﹤0.01%
36,900
-18,693
3374
$510K ﹤0.01%
9,784
-12,914
3375
$509K ﹤0.01%
12,552
+627
133 134
135
136 137