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
676
$29.5M 0.01%
653,640
-37,194
677
$29.5M 0.01%
395,441
-192,586
678
$29.4M 0.01%
1,686,423
-449,514
679
$29.3M 0.01%
735,945
+50,358
680
$29.3M 0.01%
79,311
+24,920
681
$29.3M 0.01%
1,382,031
-967,232
682
$29.2M 0.01%
1,456,566
-1,269,519
683
$29.1M 0.01%
837,156
-26,909
684
$29.1M 0.01%
2,856,981
-244,431
685
$28.9M 0.01%
1,117,435
-160,200
686
$28.9M 0.01%
512,031
+63,199
687
$28.8M 0.01%
1,047,780
+435,962
688
$28.8M 0.01%
3,022,390
-198,377
689
$28.6M 0.01%
231,337
-53,144
690
$28.6M 0.01%
715,674
-425,640
691
$28.6M 0.01%
520,478
+274,228
692
$28.5M 0.01%
546,593
-129,851
693
$28.4M 0.01%
159,427
+140,621
694
$28.2M 0.01%
318,188
-6,467
695
$28.2M 0.01%
293,569
+111,536
696
$28.1M 0.01%
648,650
-198,889
697
$28.1M 0.01%
876,476
-69,992
698
$28.1M 0.01%
840,051
-132,989
699
$28.1M 0.01%
1,410,076
-943,864
700
$28M 0.01%
548,890
+11,520
26 27
28
29 30