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
4051
$186K ﹤0.01%
7,621
-4,754
4052
$186K ﹤0.01%
4,180
+3,100
4053
$186K ﹤0.01%
2,197
-14,631
4054
$186K ﹤0.01%
9,190
+3,290
4055
$186K ﹤0.01%
14,428
+2,637
4056
$186K ﹤0.01%
10,284
+7,112
4057
$185K ﹤0.01%
38,081
+18,893
4058
$185K ﹤0.01%
7,553
+444
4059
$185K ﹤0.01%
9,283
-1,411
4060
$185K ﹤0.01%
22,620
-28,018
4061
$185K ﹤0.01%
8,793
-5,373
4062
$185K ﹤0.01%
15,163
-47,800
4063
$185K ﹤0.01%
9,924
+8,756
4064
$184K ﹤0.01%
13,321
-5,932
4065
$184K ﹤0.01%
10,205
-3,001
4066
$184K ﹤0.01%
6,570
-11,378
4067
$183K ﹤0.01%
3,791
+611
4068
$183K ﹤0.01%
11,527
-6,290
4069
$182K ﹤0.01%
4,162
-1,654
4070
$182K ﹤0.01%
11,453
-2,691
4071
$182K ﹤0.01%
38,395
+7,475
4072
$181K ﹤0.01%
52,000
4073
$181K ﹤0.01%
3,955
-766
4074
$181K ﹤0.01%
12,287
-9,506
4075
$180K ﹤0.01%
13,929
+3,874
161 162
163
164 165