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
3501
$434K ﹤0.01%
49,944
-1,431
3502
$433K ﹤0.01%
8,654
-1,721
3503
$433K ﹤0.01%
34,916
-31,596
3504
$432K ﹤0.01%
38,681
-2,611
3505
$432K ﹤0.01%
+8,901
3506
$432K ﹤0.01%
7,496
-1,218
3507
$432K ﹤0.01%
3,300
+920
3508
$431K ﹤0.01%
24,154
+3,352
3509
$431K ﹤0.01%
15,666
-19,279
3510
$430K ﹤0.01%
26,836
+10,078
3511
$429K ﹤0.01%
17,026
-823
3512
$429K ﹤0.01%
19,257
-2,368
3513
$428K ﹤0.01%
10,645
+836
3514
$428K ﹤0.01%
12,285
-10,960
3515
$427K ﹤0.01%
31,462
-495
3516
$427K ﹤0.01%
12,928
-2,749
3517
$426K ﹤0.01%
30,070
-640
3518
$425K ﹤0.01%
4,459
-313
3519
$424K ﹤0.01%
33,338
+16,036
3520
$424K ﹤0.01%
17,375
-13,398
3521
$422K ﹤0.01%
53,396
-22,017
3522
$422K ﹤0.01%
6,026
+5,772
3523
$422K ﹤0.01%
11,007
-4,840
3524
$422K ﹤0.01%
305,262
-89,428
3525
$421K ﹤0.01%
36,552
+805
139 140
141
142 143