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
3551
$405K ﹤0.01%
42,727
+3,404
3552
$404K ﹤0.01%
13,340
+3,230
3553
$403K ﹤0.01%
37,645
+37,145
3554
$403K ﹤0.01%
10,339
+7,679
3555
$403K ﹤0.01%
1,743
-18
3556
$403K ﹤0.01%
23,902
+13,959
3557
$403K ﹤0.01%
34,744
-6,715
3558
$400K ﹤0.01%
16,260
+2,015
3559
$400K ﹤0.01%
44,592
+29,592
3560
$398K ﹤0.01%
40,020
-10,993
3561
$398K ﹤0.01%
51,910
-3,480
3562
$395K ﹤0.01%
7,485
-78,138
3563
$393K ﹤0.01%
4,047
-1,096
3564
$392K ﹤0.01%
18,567
+9,595
3565
$392K ﹤0.01%
112,709
-733,193
3566
$390K ﹤0.01%
4,954
-18,877
3567
$390K ﹤0.01%
15,351
+2,937
3568
$388K ﹤0.01%
+102,560
3569
$388K ﹤0.01%
29,592
-458
3570
$388K ﹤0.01%
9,650
-4,559
3571
$387K ﹤0.01%
81,446
+69,106
3572
$387K ﹤0.01%
17,303
-7,455
3573
$387K ﹤0.01%
15,500
+843
3574
$387K ﹤0.01%
15,872
-18,111
3575
$386K ﹤0.01%
6,042
-1,144
141 142
143
144 145