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
4151
$160K ﹤0.01%
5,426
-2,283
4152
$160K ﹤0.01%
10,930
-1,694
4153
$159K ﹤0.01%
5,336
+1,319
4154
$159K ﹤0.01%
2,130
+843
4155
$159K ﹤0.01%
46,361
-12,594
4156
$159K ﹤0.01%
73,772
+58,505
4157
$159K ﹤0.01%
9,093
+877
4158
$159K ﹤0.01%
8,750
4159
$158K ﹤0.01%
49,266
-125,340
4160
$158K ﹤0.01%
9,198
-4,641
4161
$158K ﹤0.01%
9,991
+993
4162
$158K ﹤0.01%
6,820
+5,536
4163
$158K ﹤0.01%
5,758
+209
4164
$158K ﹤0.01%
9,874
-140,022
4165
$158K ﹤0.01%
8,872
-4,815
4166
$158K ﹤0.01%
5,779
-550
4167
$158K ﹤0.01%
15,989
+89
4168
$158K ﹤0.01%
11,574
-2,501
4169
$157K ﹤0.01%
14,476
-10,919
4170
$157K ﹤0.01%
5,080
-358
4171
$157K ﹤0.01%
3,608
+2,891
4172
$157K ﹤0.01%
90,000
+89,184
4173
$157K ﹤0.01%
32,618
+2,620
4174
$157K ﹤0.01%
16,227
+11,856
4175
$157K ﹤0.01%
6,158
+1,158
165 166
167
168 169