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
951
$16M 0.01%
558,440
+356,390
952
$16M 0.01%
197,204
+153,344
953
$16M 0.01%
86,969
-265
954
$15.9M 0.01%
95,093
-520
955
$15.8M 0.01%
243,113
-63,394
956
$15.8M 0.01%
567,337
-39,327
957
$15.8M 0.01%
384,454
-487,130
958
$15.7M 0.01%
704,045
-32,435
959
$15.7M 0.01%
405,020
-495,022
960
$15.6M 0.01%
271,387
+52,008
961
$15.6M 0.01%
1,143,068
-79,072
962
$15.6M 0.01%
103,782
+58
963
$15.5M 0.01%
429,309
+99,864
964
$15.5M 0.01%
218,524
+43,576
965
$15.5M 0.01%
81,673
-9,638
966
$15.5M 0.01%
241,782
+53,294
967
$15.5M 0.01%
110,800
+41,754
968
$15.4M 0.01%
166,297
+74,155
969
$15.4M 0.01%
591,814
+219,961
970
$15.4M 0.01%
1,201,552
+433,114
971
$15.4M 0.01%
124,647
+6,674
972
$15.4M 0.01%
422,826
-244,356
973
$15.3M 0.01%
1,100,876
-28,506
974
$15.2M 0.01%
562,315
+109,532
975
$15.2M 0.01%
333,866
-216,842
37 38
39
40 41