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
351
$74.8M 0.03%
398,826
+68,938
352
$74.8M 0.03%
2,972,778
-144,896
353
$74.8M 0.03%
609,583
-38,375
354
$74.7M 0.03%
1,373,606
+759,959
355
$74.6M 0.03%
866,670
+196,959
356
$74.4M 0.03%
1,937,877
-769,976
357
$74M 0.03%
46,462
-28,130
358
$73.8M 0.03%
2,375,672
+1,180,790
359
$72.8M 0.03%
73,890
+15,052
360
$72.5M 0.03%
388,096
-32,766
361
$72.2M 0.03%
1,346,782
+143,390
362
$71.2M 0.03%
2,030,161
+218,874
363
$70.7M 0.03%
698,985
+356,786
364
$70.6M 0.03%
1,650,633
-168,088
365
$70.3M 0.03%
1,461,957
+195,999
366
$69.9M 0.03%
223,921
-4,988
367
$69.5M 0.03%
2,281,534
-490,844
368
$69.4M 0.03%
2,079,922
+239,699
369
$69.2M 0.03%
3,540,691
-318,121
370
$68.8M 0.03%
2,490,169
+98,357
371
$68.3M 0.03%
2,065,732
+858,994
372
$68.2M 0.03%
1,372,893
-551,649
373
$68.2M 0.03%
1,099,147
-111,788
374
$68.1M 0.03%
638,289
-85,303
375
$68M 0.03%
400,865
+84,043
13 14
15
16 17