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
526
$43.4M 0.02%
181,534
+23,389
527
$43.4M 0.02%
2,046,883
+1,868,453
528
$43.2M 0.02%
1,454,580
-180,433
529
$43.2M 0.02%
1,750,682
-621,175
530
$43.2M 0.02%
1,154,528
+297,095
531
$43M 0.02%
5,199,483
-1,121,400
532
$42.9M 0.02%
347,506
-9,712
533
$42.8M 0.02%
329,607
+29,224
534
$42.7M 0.02%
3,690,263
-2,336,460
535
$42.7M 0.02%
428,173
-16,449
536
$42.5M 0.02%
1,028,263
-253,837
537
$42.5M 0.02%
1,648,026
+15,397
538
$42.3M 0.02%
3,020,245
+260,964
539
$42.1M 0.02%
127,621
+5,410
540
$42M 0.02%
453,656
-208,225
541
$41.9M 0.02%
1,228,262
+8,563
542
$41.9M 0.02%
762,775
-64,149
543
$41.6M 0.02%
4,039,770
-320,250
544
$41.6M 0.02%
851,425
-90,820
545
$41.1M 0.02%
1,587,407
+242,970
546
$41M 0.02%
1,584,449
-1,229,634
547
$40.9M 0.02%
799,713
+483,347
548
$40.8M 0.02%
533,054
-62,624
549
$40.8M 0.02%
798,554
-129,825
550
$40.6M 0.02%
685,608
+480,725
20 21
22
23 24