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
426
$58.3M 0.02%
968,064
+172,986
427
$57.5M 0.02%
1,012,195
+104,580
428
$57.5M 0.02%
385,404
+4,454
429
$57.4M 0.02%
540,022
+5,055
430
$57.4M 0.02%
2,024,792
-1,023,058
431
$57.3M 0.02%
1,096,968
+212,203
432
$57M 0.02%
825,522
-57,325
433
$56.8M 0.02%
398,188
+5,826
434
$56.8M 0.02%
6,073,807
-1,883,237
435
$56.1M 0.02%
857,589
-2,561,233
436
$56M 0.02%
1,299,040
-14,990
437
$55.8M 0.02%
1,114,953
+789,334
438
$55.7M 0.02%
488,498
-489
439
$55.4M 0.02%
5,516,957
+235,744
440
$55M 0.02%
3,262,876
-7,687,851
441
$55M 0.02%
1,085,607
+325,060
442
$54.7M 0.02%
366,930
-66,076
443
$54.7M 0.02%
365,389
-23,536
444
$54.1M 0.02%
410,072
-637,829
445
$54.1M 0.02%
650,470
+231,991
446
$53.8M 0.02%
1,916,587
-858,353
447
$53.7M 0.02%
316,749
-28,363
448
$53.7M 0.02%
1,463,118
-289,298
449
$53.4M 0.02%
594,990
+7,522
450
$53.1M 0.02%
1,011,614
-4,646,179
16 17
18
19 20