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
701
$27.9M 0.01%
509,856
-97,592
702
$27.9M 0.01%
476,116
-177,362
703
$27.8M 0.01%
1,810,530
-595,071
704
$27.8M 0.01%
1,947,064
-193,710
705
$27.7M 0.01%
1,439,715
-187,722
706
$27.7M 0.01%
1,219,629
+282,276
707
$27.6M 0.01%
403,177
+29,817
708
$27.6M 0.01%
2,478,777
-2,535,973
709
$27.6M 0.01%
1,107,144
+130,231
710
$27.6M 0.01%
249,935
-41,680
711
$27.6M 0.01%
463,018
-228,035
712
$27.6M 0.01%
1,066,655
-169,254
713
$27.5M 0.01%
120,132
-10,114
714
$27.4M 0.01%
1,423,715
-171,271
715
$27.4M 0.01%
793,191
+601,764
716
$27.4M 0.01%
702,890
+142,687
717
$27.4M 0.01%
465,060
+219,829
718
$27.2M 0.01%
744,649
+28,138
719
$27.1M 0.01%
1,733,642
-467,627
720
$27.1M 0.01%
1,014,584
+241,027
721
$26.9M 0.01%
2,073,467
-22,153
722
$26.9M 0.01%
250,276
-68,329
723
$26.8M 0.01%
1,128,508
-12,529
724
$26.8M 0.01%
855,064
+149,303
725
$26.7M 0.01%
491,251
+302,065
27 28
29
30 31