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
3751
$291K ﹤0.01%
3,036
-2,521
3752
$291K ﹤0.01%
31,374
+30,566
3753
$290K ﹤0.01%
41,139
+601
3754
$290K ﹤0.01%
29,234
+18,759
3755
$290K ﹤0.01%
16,743
-5,157
3756
$290K ﹤0.01%
105,139
-30,221
3757
$288K ﹤0.01%
10,969
-9,264
3758
$288K ﹤0.01%
19,288
-550
3759
$287K ﹤0.01%
5,523
-673
3760
$287K ﹤0.01%
26,830
3761
$286K ﹤0.01%
65,960
-12,799
3762
$286K ﹤0.01%
5,211
-3,851
3763
$286K ﹤0.01%
36,440
+10,359
3764
$286K ﹤0.01%
24,084
+2,139
3765
$285K ﹤0.01%
88,968
+18,474
3766
$284K ﹤0.01%
12,046
+1,207
3767
$284K ﹤0.01%
29,217
+2,951
3768
$283K ﹤0.01%
10,687
-4,191
3769
$283K ﹤0.01%
2,760
-2,478
3770
$283K ﹤0.01%
6,676
-1,598
3771
$282K ﹤0.01%
20,534
-2,666
3772
$282K ﹤0.01%
24,020
+2,628
3773
$282K ﹤0.01%
2,489
-7,099
3774
$282K ﹤0.01%
13,276
-4,726
3775
$281K ﹤0.01%
18,828
-45
149 150
151
152 153