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
6701
$2K ﹤0.01%
1,720
-4,444
6702
$2K ﹤0.01%
146
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6703
$2K ﹤0.01%
175
6704
$2K ﹤0.01%
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6705
$2K ﹤0.01%
1,482
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6706
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1
6707
$2K ﹤0.01%
90
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6708
$2K ﹤0.01%
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6709
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34
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6710
$2K ﹤0.01%
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6711
$2K ﹤0.01%
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6712
$2K ﹤0.01%
97
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6713
$2K ﹤0.01%
120
-20,664
6714
$2K ﹤0.01%
1,300
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6715
$2K ﹤0.01%
1,749
-4,490
6716
$2K ﹤0.01%
5,934
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6717
$2K ﹤0.01%
248
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6718
$2K ﹤0.01%
90
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6719
$2K ﹤0.01%
268
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6720
$2K ﹤0.01%
107
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6721
$2K ﹤0.01%
+90
6722
$2K ﹤0.01%
79
-619
6723
$2K ﹤0.01%
182
-71
6724
$2K ﹤0.01%
150
6725
$2K ﹤0.01%
1,435
-1,496
267 268
269
270 271