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
626
$33.8M 0.01%
1,698,590
-74,360
627
$33.7M 0.01%
219,487
+13,359
628
$33.6M 0.01%
1,263,286
-20,716
629
$33.3M 0.01%
1,002,704
+212,309
630
$33.2M 0.01%
980,951
-1,435,125
631
$33.1M 0.01%
167,151
-2,283
632
$33.1M 0.01%
415,743
+90,758
633
$33.1M 0.01%
475,173
+21,941
634
$32.9M 0.01%
1,270,047
-252,039
635
$32.8M 0.01%
997,634
+199,220
636
$32.8M 0.01%
786,719
+5,938
637
$32.8M 0.01%
498,541
-172,694
638
$32.3M 0.01%
533,063
-203,239
639
$32.1M 0.01%
1,218,769
+122,916
640
$31.9M 0.01%
2,297,176
+8,987
641
$31.9M 0.01%
568,270
-27,254
642
$31.6M 0.01%
900,529
+28,660
643
$31.5M 0.01%
735,663
-1,543,216
644
$31.3M 0.01%
1,387,147
-399,413
645
$31.1M 0.01%
389,897
-10,888
646
$31.1M 0.01%
669,462
-108,756
647
$31M 0.01%
703,850
+30,140
648
$31M 0.01%
1,423,683
+1,367,225
649
$31M 0.01%
361,404
+93,035
650
$30.8M 0.01%
1,562,562
+508,535
24 25
26
27 28