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
501
$47.5M 0.02%
286,360
+3,054
502
$47.5M 0.02%
248,958
+42,577
503
$47.5M 0.02%
1,890,316
-276,233
504
$47.4M 0.02%
927,986
-23,242
505
$47.3M 0.02%
940,089
+37,517
506
$47M 0.02%
1,525,016
-39,408
507
$46.5M 0.02%
554,768
-22,618
508
$46.4M 0.02%
930,405
+170,174
509
$46M 0.02%
525,069
-37,422
510
$45.9M 0.02%
354,070
+27,514
511
$45.8M 0.02%
1,812,034
-1,840,942
512
$45.6M 0.02%
922,156
-215,190
513
$45.5M 0.02%
1,418,468
-60,119
514
$45.4M 0.02%
467,914
-66,881
515
$45M 0.02%
850,582
-66,932
516
$45M 0.02%
1,614,806
-5,252,451
517
$44.7M 0.02%
195,913
-41,208
518
$44.1M 0.02%
1,348,324
-517,972
519
$44M 0.02%
455,761
+15,124
520
$44M 0.02%
1,141,245
+87,217
521
$43.8M 0.02%
419,331
+17,096
522
$43.8M 0.02%
1,869,141
-193,859
523
$43.6M 0.02%
268,915
-10,902
524
$43.5M 0.02%
2,087,560
-48,880
525
$43.4M 0.02%
158,316
+46,259
19 20
21
22 23