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
376
$67.4M 0.03%
1,076,606
+79,584
377
$67.4M 0.03%
219,174
+4,927
378
$67.2M 0.03%
2,469,513
-63,872
379
$67.1M 0.03%
1,274,664
-1,456,737
380
$67M 0.03%
1,159,307
-597,942
381
$66.9M 0.03%
2,194,036
-382,322
382
$66.8M 0.03%
2,011,699
-146,703
383
$66.7M 0.03%
776,965
-95,725
384
$66.6M 0.03%
1,897,464
+396,890
385
$66.4M 0.03%
2,290,673
+719,325
386
$66.1M 0.03%
792,675
-112,762
387
$65.8M 0.03%
790,793
+53,666
388
$65.6M 0.03%
2,157,016
-164,006
389
$65.6M 0.03%
1,256,928
+1,175,641
390
$65.5M 0.03%
1,134,910
+166,560
391
$65.3M 0.03%
2,587,839
+41,245
392
$65.1M 0.03%
635,861
+192,406
393
$65M 0.03%
1,851,030
+134,534
394
$65M 0.03%
3,534,515
+840,058
395
$64.9M 0.03%
665,101
+26,832
396
$64.6M 0.03%
603,163
+33,890
397
$64.5M 0.03%
2,509,850
-15,120
398
$64.2M 0.03%
1,061,438
+78,293
399
$63.9M 0.03%
827,254
+252,232
400
$63.7M 0.03%
605,847
+52,691
14 15
16
17 18