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
3726
$304K ﹤0.01%
6,031
-1,772
3727
$304K ﹤0.01%
19,330
-4,390
3728
$303K ﹤0.01%
14,443
-3,713
3729
$303K ﹤0.01%
26,457
-9,857
3730
$302K ﹤0.01%
31,610
-1,660
3731
$301K ﹤0.01%
22,979
-5,539
3732
$301K ﹤0.01%
127,870
-161,838
3733
$301K ﹤0.01%
6,853
+488
3734
$301K ﹤0.01%
69,925
-2,633
3735
$301K ﹤0.01%
17,086
-719
3736
$300K ﹤0.01%
19,815
-898
3737
$299K ﹤0.01%
51,642
+8,767
3738
$298K ﹤0.01%
18,267
-4,403
3739
$298K ﹤0.01%
6,853
-3,710
3740
$298K ﹤0.01%
10,338
-173
3741
$298K ﹤0.01%
1,939
-14,046
3742
$297K ﹤0.01%
56,867
-762
3743
$296K ﹤0.01%
22,232
-9,688
3744
$296K ﹤0.01%
21,887
-4,966
3745
$296K ﹤0.01%
25,859
+23,304
3746
$294K ﹤0.01%
72,236
-1,739
3747
$294K ﹤0.01%
16,697
+2,397
3748
$294K ﹤0.01%
26,180
-165,801
3749
$292K ﹤0.01%
28,898
-7,313
3750
$291K ﹤0.01%
6,133
-2,365
148 149
150
151 152