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
401
$63.7M 0.03%
448,706
+43,947
402
$63.5M 0.03%
1,162,609
+470,540
403
$63.3M 0.03%
836,242
+138,917
404
$63.3M 0.03%
1,392,132
-168,400
405
$63.3M 0.03%
1,554,979
-145,001
406
$62.8M 0.03%
1,901,622
+889,161
407
$62.6M 0.03%
248,403
+2,641
408
$62.5M 0.03%
4,401,196
+2,532,954
409
$62.5M 0.03%
698,696
-397,448
410
$62.5M 0.03%
2,486,279
-2,136,730
411
$61.9M 0.03%
2,514,479
-624,252
412
$61.8M 0.03%
1,200,707
+142,355
413
$61.7M 0.03%
807,684
+331,684
414
$61.6M 0.03%
1,984,536
-59,182
415
$61.1M 0.03%
469,464
+15,730
416
$60.6M 0.03%
1,188,154
-47,905
417
$60.4M 0.03%
679,171
+95,688
418
$60.2M 0.03%
773,816
-99,066
419
$59.7M 0.03%
596,260
+365,689
420
$59.1M 0.02%
1,480,022
-8,292
421
$59.1M 0.02%
3,725,628
-3,956,979
422
$58.7M 0.02%
963,445
+76,246
423
$58.7M 0.02%
1,651,419
+663,698
424
$58.4M 0.02%
1,873,428
-200,753
425
$58.3M 0.02%
1,375,010
-54,158
15 16
17
18 19