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
3601
$369K ﹤0.01%
22,716
+22,020
3602
$369K ﹤0.01%
4,491
+2,150
3603
$368K ﹤0.01%
16,968
-12,909
3604
$368K ﹤0.01%
79,959
-1,335
3605
$368K ﹤0.01%
23,536
+7,227
3606
$368K ﹤0.01%
22,853
-3,421
3607
$367K ﹤0.01%
15,660
-16,469
3608
$366K ﹤0.01%
1,800
-370
3609
$365K ﹤0.01%
6,656
-8,741
3610
$364K ﹤0.01%
42,472
+39,272
3611
$364K ﹤0.01%
26,119
-24,824
3612
$364K ﹤0.01%
41,651
+110
3613
$363K ﹤0.01%
17,649
+12,650
3614
$362K ﹤0.01%
33,947
-27,767
3615
$362K ﹤0.01%
11,317
-2,102
3616
$360K ﹤0.01%
6,306
-24,164
3617
$360K ﹤0.01%
35,310
-9,496
3618
$359K ﹤0.01%
11,733
-41,971
3619
$357K ﹤0.01%
10,915
-915
3620
$357K ﹤0.01%
58,547
+37,531
3621
$356K ﹤0.01%
+13,798
3622
$356K ﹤0.01%
6,549
+4,983
3623
$356K ﹤0.01%
24,280
-2,265
3624
– –
0
3625
$355K ﹤0.01%
20,536
-1,763
143 144
145
146 147