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
551
$40.5M 0.02%
486,017
+54,610
552
$40.5M 0.02%
159,608
-26,383
553
$40.5M 0.02%
1,501,601
+548,118
554
$40.4M 0.02%
172,449
-8,395
555
$40.3M 0.02%
810,061
+470,845
556
$40M 0.02%
1,170,696
+560,687
557
$40M 0.02%
205,533
-111,413
558
$39.9M 0.02%
895,178
-62,169
559
$39.8M 0.02%
441,695
-1,710
560
$39.8M 0.02%
595,070
+45,890
561
$39.6M 0.02%
1,510,952
-172,868
562
$39.6M 0.02%
1,562,356
-782,035
563
$39.5M 0.02%
862,319
+419,368
564
$39.4M 0.02%
422,834
+96,105
565
$39.4M 0.02%
654,490
-1,576,480
566
$39.4M 0.02%
2,823,157
-1,481,719
567
$39.3M 0.02%
848,613
+451,076
568
$39.1M 0.02%
784,294
+34,367
569
$39M 0.02%
1,082,482
-21,548
570
$38.8M 0.02%
155,886
+27,964
571
$38.6M 0.02%
543,590
+18,690
572
$38.6M 0.02%
831,516
-72,292
573
$38.4M 0.02%
1,926,702
-128,816
574
$38.3M 0.02%
841,638
-77,930
575
$38.2M 0.02%
1,060,561
+414,170
21 22
23
24 25