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
476
$50.3M 0.02%
136,761
+1,032
477
$50.3M 0.02%
1,004,142
+587,316
478
$50.3M 0.02%
791,210
+178,761
479
$50.1M 0.02%
354,413
-25,939
480
$50.1M 0.02%
3,721,436
+3,143,378
481
$50M 0.02%
866,425
+285,190
482
$49.9M 0.02%
3,131,671
-142,889
483
$49.8M 0.02%
2,136,063
+752,417
484
$49.7M 0.02%
688,202
+166,045
485
$49.6M 0.02%
2,168,366
+1,507,111
486
$49.3M 0.02%
1,623,240
-330,794
487
$49.3M 0.02%
1,544,712
-882,994
488
$48.9M 0.02%
819,203
-105,483
489
$48.8M 0.02%
2,432,589
-583,795
490
$48.8M 0.02%
766,540
+81,972
491
$48.7M 0.02%
317,426
+116,307
492
$48.7M 0.02%
+856,285
493
$48.5M 0.02%
281,499
+17,633
494
$48.4M 0.02%
927,637
+368,177
495
$48.1M 0.02%
560,025
-818,595
496
$48M 0.02%
1,124,582
+125,886
497
$47.9M 0.02%
587,526
-386
498
$47.8M 0.02%
2,009,210
+287,420
499
$47.6M 0.02%
411,120
-22,096
500
$47.6M 0.02%
2,583,602
-4,499
18 19
20
21 22