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
4301
$128K ﹤0.01%
2,979
-174
4302
$128K ﹤0.01%
5,372
-12,105
4303
$128K ﹤0.01%
9,219
-2,924
4304
$128K ﹤0.01%
12,831
-10,425
4305
$128K ﹤0.01%
4,251
+201
4306
$127K ﹤0.01%
87,666
+4,428
4307
$127K ﹤0.01%
10,750
-1,369
4308
$126K ﹤0.01%
15,256
+7,829
4309
$126K ﹤0.01%
15,285
-668
4310
$126K ﹤0.01%
+231
4311
$126K ﹤0.01%
5,655
+5,429
4312
$126K ﹤0.01%
4,188
+3,858
4313
$126K ﹤0.01%
24,842
+24,383
4314
$125K ﹤0.01%
17,284
+46
4315
$125K ﹤0.01%
6,427
-61,456
4316
$125K ﹤0.01%
2,204
+467
4317
$125K ﹤0.01%
10,393
-12,928
4318
$125K ﹤0.01%
73,811
-18,845
4319
$124K ﹤0.01%
3,580
-2,319
4320
$124K ﹤0.01%
47,907
-2,877
4321
$124K ﹤0.01%
19,663
-3,141
4322
$124K ﹤0.01%
+3,438
4323
$124K ﹤0.01%
23,426
+10,354
4324
$123K ﹤0.01%
25,770
+11,769
4325
$123K ﹤0.01%
9,127
-5,225
171 172
173
174 175