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
876
$19.1M 0.01%
890,135
+98,773
877
$19.1M 0.01%
305,576
-133,907
878
$19.1M 0.01%
772,157
-194,505
879
$19.1M 0.01%
253,092
+31,772
880
$19M 0.01%
643,823
-97,874
881
$19M 0.01%
1,710,724
+197,819
882
$18.9M 0.01%
230,234
-11,124
883
$18.8M 0.01%
833,060
-71,426
884
$18.8M 0.01%
381,675
-186,501
885
$18.7M 0.01%
371,958
+110,360
886
$18.6M 0.01%
72,038
+19,806
887
$18.6M 0.01%
173,474
-115,634
888
$18.5M 0.01%
3,106,602
-560,222
889
$18.5M 0.01%
523,707
-210,140
890
$18.5M 0.01%
807,027
-358,884
891
$18.5M 0.01%
713,419
-156,382
892
$18.5M 0.01%
385,797
-82,913
893
$18.4M 0.01%
1,199,611
+54,460
894
$18.4M 0.01%
556,661
-21,763
895
$18.3M 0.01%
107,737
+30,651
896
$18.3M 0.01%
276,946
-3,457
897
$18.3M 0.01%
2,364,155
+355,524
898
$18.2M 0.01%
439,135
+115,186
899
$18.2M 0.01%
790,067
+53,358
900
$18.2M 0.01%
943,823
-109,685
34 35
36
37 38