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
3451
$460K ﹤0.01%
5,479
-5,438
3452
$460K ﹤0.01%
112,282
+99,397
3453
$459K ﹤0.01%
7,462
-142,430
3454
$459K ﹤0.01%
52,267
+722
3455
$458K ﹤0.01%
23,577
+2,690
3456
$458K ﹤0.01%
33,279
-11,412
3457
$458K ﹤0.01%
50,707
-1,179
3458
$457K ﹤0.01%
29,531
-3,555
3459
$457K ﹤0.01%
144,616
+75,739
3460
$457K ﹤0.01%
12,935
-4,885
3461
$456K ﹤0.01%
13,462
+7,738
3462
$456K ﹤0.01%
25,232
+17,855
3463
$456K ﹤0.01%
13,933
-4,300
3464
$455K ﹤0.01%
9,815
-4,810
3465
$455K ﹤0.01%
11,708
-998
3466
$454K ﹤0.01%
32,069
-6,429
3467
$454K ﹤0.01%
26,221
+12,863
3468
$453K ﹤0.01%
42,593
-34,012
3469
$453K ﹤0.01%
12,562
+2,425
3470
$453K ﹤0.01%
28,675
+150
3471
$452K ﹤0.01%
7,471
+821
3472
$451K ﹤0.01%
17,986
-1,028
3473
$451K ﹤0.01%
97,130
+4,703
3474
$451K ﹤0.01%
1,946
+1,747
3475
$451K ﹤0.01%
213,601
-23,569
137 138
139
140 141