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
3401
$489K ﹤0.01%
35,543
+16,903
3402
$489K ﹤0.01%
7,911
-801
3403
$489K ﹤0.01%
12,276
3404
$487K ﹤0.01%
68,587
+7,513
3405
$486K ﹤0.01%
17,661
-215
3406
$486K ﹤0.01%
15,648
-560
3407
$485K ﹤0.01%
16,067
-4,837
3408
$485K ﹤0.01%
8,181
-55,435
3409
$485K ﹤0.01%
17,507
+106
3410
$484K ﹤0.01%
7,558
-6,474
3411
$484K ﹤0.01%
18,238
-1,517
3412
$482K ﹤0.01%
13,993
-12,553
3413
$481K ﹤0.01%
19,060
+7,819
3414
$481K ﹤0.01%
33,572
+3,662
3415
$481K ﹤0.01%
68,555
-13,151
3416
$481K ﹤0.01%
30,071
+345
3417
$480K ﹤0.01%
40,727
-16,188
3418
$479K ﹤0.01%
31,297
+9,668
3419
$479K ﹤0.01%
6,643
+5,131
3420
$478K ﹤0.01%
9,298
+7,798
3421
$478K ﹤0.01%
10,201
-30,093
3422
$478K ﹤0.01%
22,097
-3,142
3423
$477K ﹤0.01%
5,176
-2,964
3424
$477K ﹤0.01%
6,041
-22,116
3425
$477K ﹤0.01%
45,642
+31,754
135 136
137
138 139