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
3476
$450K ﹤0.01%
9,656
-2,933
3477
$449K ﹤0.01%
51,555
-642
3478
$449K ﹤0.01%
38,807
-2,967
3479
$446K ﹤0.01%
30,327
+25,981
3480
$446K ﹤0.01%
94,838
-1,891
3481
$446K ﹤0.01%
30,063
+14,186
3482
$446K ﹤0.01%
+25,734
3483
$445K ﹤0.01%
28,716
+1,708
3484
$444K ﹤0.01%
21,596
-37,427
3485
$444K ﹤0.01%
13,824
-7,290
3486
$444K ﹤0.01%
22,436
-11,404
3487
$443K ﹤0.01%
3,838
+3,681
3488
$443K ﹤0.01%
127,813
-30,750
3489
$443K ﹤0.01%
16,532
+7,793
3490
$442K ﹤0.01%
17,064
-1,440
3491
$441K ﹤0.01%
12,793
+4,109
3492
$441K ﹤0.01%
2,113
-302
3493
$440K ﹤0.01%
61,920
-34,046
3494
$440K ﹤0.01%
22,767
+22,537
3495
$439K ﹤0.01%
12,485
-5,699
3496
$439K ﹤0.01%
15,737
-340
3497
$439K ﹤0.01%
69,947
-28,092
3498
$438K ﹤0.01%
28,681
-126,288
3499
$438K ﹤0.01%
13,255
-26,819
3500
$438K ﹤0.01%
53,625
-15,715
138 139
140
141 142