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
3426
$477K ﹤0.01%
21,338
-6,983
3427
$476K ﹤0.01%
62,100
+5,000
3428
$475K ﹤0.01%
7,626
-3,596
3429
$474K ﹤0.01%
68,145
+20,284
3430
$474K ﹤0.01%
20,331
-12,191
3431
$474K ﹤0.01%
351,723
-19,964
3432
$474K ﹤0.01%
10,661
+8,640
3433
$474K ﹤0.01%
41,010
+11,394
3434
$474K ﹤0.01%
21,204
+6,775
3435
$471K ﹤0.01%
9,805
-1,422
3436
$471K ﹤0.01%
23,358
-26,064
3437
$470K ﹤0.01%
17,526
+8,679
3438
$470K ﹤0.01%
24,935
+5,577
3439
$468K ﹤0.01%
10,924
+1,340
3440
$468K ﹤0.01%
14,509
-111
3441
$467K ﹤0.01%
35,183
+4,148
3442
$467K ﹤0.01%
62,293
-3,174
3443
$466K ﹤0.01%
71,519
-7,460
3444
$465K ﹤0.01%
15,180
+6,798
3445
$464K ﹤0.01%
19,357
-5,142
3446
$464K ﹤0.01%
8,920
-123,260
3447
$463K ﹤0.01%
23,096
-4,493
3448
$462K ﹤0.01%
16,025
-1,347
3449
$461K ﹤0.01%
3,837
-183,663
3450
$461K ﹤0.01%
47,565
-171,677
136 137
138
139 140