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
576
$38.2M 0.02%
3,136,089
-263,571
577
$38.1M 0.02%
571,732
-69,384
578
$38.1M 0.02%
1,960,886
+1,579,622
579
$38M 0.02%
347,558
+65,602
580
$38M 0.02%
583,235
-534,956
581
$38M 0.02%
564,240
-170,014
582
$37.9M 0.02%
884,243
-70,263
583
$37.7M 0.02%
818,288
-38,840
584
$37.7M 0.02%
641,228
-292,160
585
$37.5M 0.02%
370,452
+25,140
586
$37.4M 0.02%
335,244
+39,669
587
$37.2M 0.02%
2,278,540
-1,450,492
588
$37.1M 0.02%
286,587
+59,321
589
$37.1M 0.02%
303,897
-72,277
590
$37M 0.02%
626,410
+57,460
591
$36.9M 0.02%
589,954
+116,880
592
$36.7M 0.02%
52,224
-84,607
593
$36.7M 0.02%
934,134
-31,530
594
$36.6M 0.02%
644,984
+130,155
595
$36.4M 0.02%
1,988,425
+583,056
596
$36.3M 0.02%
234,536
-126,021
597
$36.3M 0.02%
2,511,433
+347,363
598
$36.3M 0.02%
1,075,418
-344,183
599
$36.3M 0.02%
188,954
+61,005
600
$36.1M 0.02%
92,879
+23,598
22 23
24
25 26