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
6751
$2K ﹤0.01%
120
-148
6752
$2K ﹤0.01%
3,250
-1,199
6753
– –
0
6754
$2K ﹤0.01%
111
-1,165
6755
$2K ﹤0.01%
208
-36
6756
$2K ﹤0.01%
50
-3,429
6757
$2K ﹤0.01%
+3,062
6758
$2K ﹤0.01%
918
-1,472
6759
$2K ﹤0.01%
433
+59
6760
$2K ﹤0.01%
714
-10
6761
$2K ﹤0.01%
6,243
6762
$2K ﹤0.01%
1,931
-1,698
6763
$2K ﹤0.01%
+2,073
6764
$2K ﹤0.01%
+83
6765
$2K ﹤0.01%
144
-67
6766
$2K ﹤0.01%
75
-71
6767
$2K ﹤0.01%
995
-4,160
6768
$2K ﹤0.01%
97
-133
6769
$2K ﹤0.01%
199
6770
$2K ﹤0.01%
120
-12,660
6771
$2K ﹤0.01%
+1,303
6772
$2K ﹤0.01%
63
+53
6773
$2K ﹤0.01%
+1,593
6774
$2K ﹤0.01%
101,100
6775
$2K ﹤0.01%
302
+248
269 270
271
272 273