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
326
$85.8M 0.04%
1,654,618
-104,573
327
$85.7M 0.04%
1,149,665
+252,922
328
$85.5M 0.04%
1,067,513
+297,691
329
$84.7M 0.04%
2,407,802
-238,047
330
$84.5M 0.04%
315,940
+52,443
331
$84M 0.04%
1,491,192
-134,837
332
$83.9M 0.04%
2,592,550
-1,178,930
333
$83.7M 0.04%
1,385,382
-240,194
334
$83.4M 0.04%
982,590
-29,790
335
$83.2M 0.04%
703,395
-144,708
336
$82.5M 0.03%
943,108
-549,047
337
$81.2M 0.03%
1,353,207
-26,489
338
$80M 0.03%
508,827
+5,485
339
$79.3M 0.03%
1,372,972
-378,495
340
$79.2M 0.03%
472,275
+85,471
341
$79.1M 0.03%
126,884
+30,814
342
$78.9M 0.03%
4,498,884
+438,528
343
$78.6M 0.03%
2,707,640
+2,197,541
344
$78.1M 0.03%
838,362
+125,547
345
$77.7M 0.03%
797,733
+12,869
346
$77.5M 0.03%
266,788
-102,485
347
$76.6M 0.03%
2,096,369
-1,412,771
348
$76M 0.03%
1,254,550
+194,846
349
$75.1M 0.03%
2,403,207
+2,250,883
350
$74.9M 0.03%
7,865,635
+2,698,731
12 13
14
15 16