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
3526
$421K ﹤0.01%
39,606
-4,678
3527
$421K ﹤0.01%
8,203
-11,337
3528
$420K ﹤0.01%
15,163
-542
3529
$420K ﹤0.01%
57,629
-1,400
3530
$419K ﹤0.01%
50,220
+45,504
3531
$419K ﹤0.01%
4,501
+3,430
3532
$418K ﹤0.01%
22,666
-31,053
3533
$417K ﹤0.01%
15,604
+7,693
3534
$417K ﹤0.01%
16,271
-4,232
3535
$417K ﹤0.01%
14,723
+890
3536
$416K ﹤0.01%
19,835
-9,888
3537
$416K ﹤0.01%
+100
3538
$413K ﹤0.01%
13,547
+980
3539
$412K ﹤0.01%
23,196
-4,357
3540
$411K ﹤0.01%
15,645
-24,956
3541
$411K ﹤0.01%
32,146
-38,555
3542
$411K ﹤0.01%
10,604
-28,108
3543
$410K ﹤0.01%
7,415
-225
3544
$410K ﹤0.01%
43,873
-11,984
3545
$408K ﹤0.01%
6,807
-10,862
3546
$407K ﹤0.01%
7,394
+931
3547
$407K ﹤0.01%
6,998
-1,585
3548
$407K ﹤0.01%
8,534
-7,085
3549
$407K ﹤0.01%
7,732
-328
3550
$406K ﹤0.01%
52,465
+2,524
140 141
142
143 144