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
3701
$316K ﹤0.01%
31,607
-104,119
3702
$316K ﹤0.01%
27,915
-7,116
3703
$315K ﹤0.01%
1,417
+1,263
3704
$313K ﹤0.01%
14,945
-415
3705
$313K ﹤0.01%
27,449
-8,348
3706
$312K ﹤0.01%
60,496
+1,620
3707
$312K ﹤0.01%
27,598
-6,079
3708
$312K ﹤0.01%
25,631
-5,864
3709
$311K ﹤0.01%
12,818
+12,661
3710
$311K ﹤0.01%
11,497
-5,911
3711
$311K ﹤0.01%
11,232
-2,200
3712
$311K ﹤0.01%
25,497
-4,149
3713
$310K ﹤0.01%
82,551
+81,427
3714
$310K ﹤0.01%
43,589
+31,296
3715
$309K ﹤0.01%
6,339
-11,772
3716
$309K ﹤0.01%
6,452
-13,355
3717
$309K ﹤0.01%
13,960
-4,864
3718
$307K ﹤0.01%
15,797
-1,203
3719
$307K ﹤0.01%
10,289
+222
3720
$307K ﹤0.01%
15,035
-2,500
3721
$307K ﹤0.01%
14,886
+10,449
3722
$306K ﹤0.01%
42,942
+23,156
3723
$305K ﹤0.01%
19,762
-3,688
3724
$305K ﹤0.01%
5,246
-2,208
3725
$305K ﹤0.01%
5,914
-126
147 148
149
150 151