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
826
$20.9M 0.01%
625,304
+23,093
827
$20.8M 0.01%
237,229
+17,578
828
$20.8M 0.01%
512,716
+120,399
829
$20.7M 0.01%
1,865,383
+442,581
830
$20.7M 0.01%
8,011,028
-1,715,715
831
$20.6M 0.01%
378,175
+25,478
832
$20.6M 0.01%
683,784
-205,319
833
$20.6M 0.01%
379,811
-59,025
834
$20.6M 0.01%
1,348,909
+71,558
835
$20.6M 0.01%
101,265
-26,471
836
$20.6M 0.01%
962,075
+49,060
837
$20.5M 0.01%
1,035,915
+374,682
838
$20.5M 0.01%
412,745
-611,568
839
$20.5M 0.01%
11,553
+4,799
840
$20.4M 0.01%
543,490
+181,241
841
$20.4M 0.01%
950,278
-156,842
842
$20.3M 0.01%
537,278
-2,879
843
$20.3M 0.01%
191,409
+79,718
844
$20.2M 0.01%
311,530
+67,698
845
$20.2M 0.01%
413,802
-53,358
846
$20.2M 0.01%
601,745
+24,665
847
$20.2M 0.01%
406,341
-9,124
848
$20.1M 0.01%
4,576,489
+279,783
849
$20.1M 0.01%
193,602
+61,572
850
$20.1M 0.01%
204,748
-26,292
32 33
34
35 36