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
4476
$101K ﹤0.01%
5,656
-1,382
4477
$101K ﹤0.01%
4,686
+76
4478
$101K ﹤0.01%
7,198
+1,168
4479
$100K ﹤0.01%
6,948
-5,337
4480
$100K ﹤0.01%
+1
4481
$100K ﹤0.01%
16,304
-7,799
4482
$100K ﹤0.01%
6,241
-4,256
4483
$100K ﹤0.01%
1,450
-345
4484
$100K ﹤0.01%
15,608
-5,244
4485
$100K ﹤0.01%
1,330
-20,981
4486
$100K ﹤0.01%
9,200
-4,813
4487
$100K ﹤0.01%
29,390
+29,192
4488
$100K ﹤0.01%
72,297
-27,480
4489
$100K ﹤0.01%
1,415
+249
4490
$100K ﹤0.01%
10,779
-6,119
4491
$99K ﹤0.01%
2,164
-435
4492
$99K ﹤0.01%
2,496
-2,985
4493
$99K ﹤0.01%
14,616
-101
4494
$99K ﹤0.01%
7,416
-3,532
4495
$99K ﹤0.01%
+1,339
4496
$99K ﹤0.01%
2,136
-12,259
4497
$99K ﹤0.01%
+10,085
4498
$99K ﹤0.01%
3,150
-592
4499
$98K ﹤0.01%
7,788
-1,391
4500
$98K ﹤0.01%
43,433
-2,080
178 179
180
181 182