UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$716M 0.3%
4,569,279
-703,363
52
$695M 0.29%
6,653,111
+480,614
53
$681M 0.29%
19,149,835
-1,071,545
54
$676M 0.29%
3,172,493
-572,124
55
$670M 0.28%
17,263,456
-161,596
56
$657M 0.28%
10,661,632
-629,446
57
$650M 0.27%
5,955,807
+1,238,980
58
$644M 0.27%
7,440,127
+636,238
59
$640M 0.27%
3,788,355
+201,667
60
$634M 0.27%
4,387,108
-695,887
61
$631M 0.27%
11,450,926
-53,788
62
$628M 0.27%
2,254,639
-103,778
63
$626M 0.26%
16,367,186
+1,953,976
64
$619M 0.26%
4,678,269
-1,389,330
65
$617M 0.26%
5,266,650
-117,988
66
$614M 0.26%
3,441,857
+95,140
67
$606M 0.26%
5,380,720
+561,105
68
$601M 0.25%
4,448,605
-480,340
69
$601M 0.25%
3,665,252
+879,765
70
$599M 0.25%
63,068,840
-10,183,680
71
$595M 0.25%
25,725,799
-8,834,084
72
$592M 0.25%
57,768,950
+10,527,427
73
$590M 0.25%
6,751,733
-649,131
74
$587M 0.25%
11,311,864
-680,980
75
$579M 0.24%
14,628,034
-319,607
1 2
3
4 5