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
4351
$118K ﹤0.01%
5,425
-1,601
4352
$118K ﹤0.01%
6,317
-3,889
4353
$118K ﹤0.01%
10,770
+3,036
4354
$118K ﹤0.01%
37,139
+972
4355
$118K ﹤0.01%
366,744
-159,402
4356
$117K ﹤0.01%
5,303
+1,611
4357
$117K ﹤0.01%
13,944
-8,218
4358
$117K ﹤0.01%
2,883
-351
4359
$117K ﹤0.01%
8,631
-6,509
4360
$117K ﹤0.01%
8,290
-17,312
4361
$117K ﹤0.01%
3,772
-73
4362
$117K ﹤0.01%
17,852
-15,921
4363
$117K ﹤0.01%
5,116
+726
4364
$116K ﹤0.01%
4,303
-2,366
4365
$116K ﹤0.01%
2,256
+1,270
4366
$116K ﹤0.01%
2,187
-421
4367
$116K ﹤0.01%
6,032
+1,643
4368
$116K ﹤0.01%
4,177
-6,251
4369
$116K ﹤0.01%
2,612
+2,016
4370
$116K ﹤0.01%
4,182
-2,913
4371
$115K ﹤0.01%
2,588
-2
4372
$115K ﹤0.01%
35,189
+8,968
4373
$115K ﹤0.01%
3,020
+2,870
4374
$115K ﹤0.01%
10,024
+5,108
4375
$115K ﹤0.01%
6,749
-1,775
173 174
175
176 177