UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
26
$1.16B 0.49%
12,687,342
-954,661
27
$1.16B 0.49%
3,920,147
-292,998
28
$1.15B 0.48%
16,208,220
-1,544,440
29
$1.12B 0.47%
16,351,735
-210,424
30
$1.09B 0.46%
5,095,697
-826,861
31
$1.07B 0.45%
7,966,138
+570,799
32
$1.06B 0.45%
6,756,535
-482,082
33
$1.05B 0.44%
26,971,438
-5,952,757
34
$1.04B 0.44%
5,614,667
-212,228
35
$1.03B 0.44%
6,165,482
+1,764,600
36
$1.03B 0.43%
2,833,042
-226,106
37
$988M 0.42%
6,898,289
-2,539,134
38
$955M 0.4%
21,383,051
-3,713,589
39
$912M 0.39%
2,498,703
-340,780
40
$910M 0.38%
3,000,912
-42,349
41
$910M 0.38%
8,157,013
-2,838,971
42
$881M 0.37%
4,704,863
+1,273,042
43
$846M 0.36%
2,732,128
-96,314
44
$839M 0.35%
2,960,341
+207,952
45
$836M 0.35%
11,333,465
+369,885
46
$823M 0.35%
36,063,552
-836,389
47
$811M 0.34%
9,087,216
-267,197
48
$769M 0.32%
2,973,169
-357,526
49
$766M 0.32%
7,804,168
+1,478,977
50
$740M 0.31%
12,321,416
-326,112
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