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
5501
$27K ﹤0.01%
12,148
+8,546
5502
$27K ﹤0.01%
2,805
+1,310
5503
$27K ﹤0.01%
213
+135
5504
$27K ﹤0.01%
23,308
-6,846
5505
$27K ﹤0.01%
1,298
-432
5506
$27K ﹤0.01%
2,416
+2,212
5507
$27K ﹤0.01%
15,000
+14,600
5508
$27K ﹤0.01%
1,320
+907
5509
$27K ﹤0.01%
2,639
-2,744
5510
$27K ﹤0.01%
2,514
+2,214
5511
$27K ﹤0.01%
2,332
+100
5512
$27K ﹤0.01%
1,285
+1,195
5513
$26K ﹤0.01%
4,680
-705
5514
$26K ﹤0.01%
16,573
+14,891
5515
$26K ﹤0.01%
2,437
-1,924
5516
– –
0
5517
$26K ﹤0.01%
+156
5518
$26K ﹤0.01%
+1,022
5519
$26K ﹤0.01%
8,396
-1,959
5520
$26K ﹤0.01%
+369
5521
$26K ﹤0.01%
+2,940
5522
$26K ﹤0.01%
1,009
+974
5523
$26K ﹤0.01%
1,445
+512
5524
$26K ﹤0.01%
6,369
+3,358
5525
$26K ﹤0.01%
8,399
-6,694
219 220
221
222 223