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
3826
$261K ﹤0.01%
25,550
+12,432
3827
$260K ﹤0.01%
24,074
+22,801
3828
$260K ﹤0.01%
7,772
+1,433
3829
$260K ﹤0.01%
28,123
-7,051
3830
$260K ﹤0.01%
11,402
-3,565
3831
$259K ﹤0.01%
9,758
-1,120
3832
$259K ﹤0.01%
16,575
-8,392
3833
$259K ﹤0.01%
75,287
+8,004
3834
$259K ﹤0.01%
26,418
-2,320
3835
$259K ﹤0.01%
1,996
-1,177
3836
$258K ﹤0.01%
43,017
+20,494
3837
$257K ﹤0.01%
17,310
-17,928
3838
$257K ﹤0.01%
17,425
+15,973
3839
$257K ﹤0.01%
29,575
-1,360
3840
$257K ﹤0.01%
5,063
-66,826
3841
$256K ﹤0.01%
70,728
-17,676
3842
$256K ﹤0.01%
25,356
3843
$256K ﹤0.01%
15,164
+5,050
3844
$254K ﹤0.01%
32,020
+358
3845
$253K ﹤0.01%
22,751
+6,289
3846
$253K ﹤0.01%
13,300
-60,721
3847
$253K ﹤0.01%
16,028
-3,958
3848
$251K ﹤0.01%
25,470
+150
3849
$251K ﹤0.01%
7,577
-1,100
3850
$251K ﹤0.01%
3,151
-14,914
152 153
154
155 156