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
3801
$271K ﹤0.01%
19,540
-993
3802
$271K ﹤0.01%
2,424
+366
3803
$271K ﹤0.01%
10,651
+3,441
3804
$270K ﹤0.01%
6,296
-803
3805
$270K ﹤0.01%
+27,030
3806
$270K ﹤0.01%
29,103
-3,482
3807
$270K ﹤0.01%
16,980
-5,790
3808
$269K ﹤0.01%
14,043
+9,564
3809
$268K ﹤0.01%
19,787
-2,298
3810
$268K ﹤0.01%
3,128
-5,885
3811
$267K ﹤0.01%
4,876
-2,219
3812
$266K ﹤0.01%
16,721
+16,656
3813
$266K ﹤0.01%
35,455
-15,614
3814
$266K ﹤0.01%
6,231
-8,532
3815
$266K ﹤0.01%
8,234
-1,701
3816
$266K ﹤0.01%
8,467
-2,048
3817
$265K ﹤0.01%
9,812
-47,109
3818
$263K ﹤0.01%
32,244
-9,004
3819
$263K ﹤0.01%
81,240
+28,232
3820
$262K ﹤0.01%
3,608
+2,270
3821
$262K ﹤0.01%
9,921
-2,271
3822
$262K ﹤0.01%
6,667
+4,757
3823
$262K ﹤0.01%
8,399
-2,098
3824
$262K ﹤0.01%
16,388
+15,793
3825
$262K ﹤0.01%
7,935
-135,738
151 152
153
154 155