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
4401
$111K ﹤0.01%
7,566
-396,307
4402
$111K ﹤0.01%
117,862
+5,607
4403
$111K ﹤0.01%
2,894
-1,743
4404
$110K ﹤0.01%
19,090
-76,352
4405
$110K ﹤0.01%
1,138
+873
4406
$110K ﹤0.01%
1,521
+260
4407
$110K ﹤0.01%
1,040
-6
4408
$109K ﹤0.01%
7,878
-1,467,050
4409
$109K ﹤0.01%
47,698
-112,380
4410
$109K ﹤0.01%
1,398
-77,838
4411
$109K ﹤0.01%
37,140
+2,206
4412
$109K ﹤0.01%
8,051
+1,595
4413
$109K ﹤0.01%
6,878
-7,980
4414
$109K ﹤0.01%
4,346
-2,433
4415
$109K ﹤0.01%
9,343
-3,947
4416
$109K ﹤0.01%
3,302
-2,915
4417
$108K ﹤0.01%
1,290
+576
4418
$108K ﹤0.01%
10,631
-27,428
4419
$108K ﹤0.01%
4,353
-631
4420
$108K ﹤0.01%
5,278
+2,946
4421
$107K ﹤0.01%
53,589
-10,962
4422
$107K ﹤0.01%
16,962
-17,549
4423
$107K ﹤0.01%
13,809
-2,848
4424
$107K ﹤0.01%
6,491
-5,231
4425
$107K ﹤0.01%
11,059
-58,046
175 176
177
178 179