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
801
$22.9M 0.01%
486,046
-107,043
802
$22.8M 0.01%
138,935
+83,728
803
$22.8M 0.01%
2,694,725
-237,105
804
$22.8M 0.01%
73,490
+3,047
805
$22.7M 0.01%
258,923
-66,780
806
$22.7M 0.01%
1,022,216
+318,154
807
$22.5M 0.01%
1,769,736
+89,744
808
$22.5M 0.01%
145,232
-70,880
809
$22.4M 0.01%
2,407,590
-109,001
810
$22.3M 0.01%
374,014
+31,352
811
$22.3M 0.01%
787,485
+64,502
812
$22.2M 0.01%
551,346
+119,696
813
$22.1M 0.01%
219,370
+83,088
814
$22M 0.01%
188,995
+9,760
815
$22M 0.01%
319,343
+173,108
816
$21.9M 0.01%
344,698
-9,781
817
$21.6M 0.01%
1,621,389
+1,598,198
818
$21.3M 0.01%
245,469
+68,456
819
$21.2M 0.01%
210,204
+82,587
820
$21.2M 0.01%
370,387
-212,645
821
$21.1M 0.01%
689,236
-344,416
822
$21.1M 0.01%
476,644
-734,784
823
$21M 0.01%
577,616
+15,316
824
$20.9M 0.01%
533,543
+53,924
825
$20.9M 0.01%
642,047
-59,663
31 32
33
34 35