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
976
$15.2M 0.01%
1,212,287
+312,858
977
$15.2M 0.01%
545,047
+12,480
978
$15.1M 0.01%
366,764
-16,444
979
$15.1M 0.01%
165,720
-19,453
980
$15.1M 0.01%
505,179
+92,850
981
$15.1M 0.01%
315,704
-4,258
982
$15M 0.01%
851,687
+212,280
983
$15M 0.01%
1,162,500
+610,100
984
$15M 0.01%
1,134,651
+71,528
985
$14.9M 0.01%
311,521
-22,363
986
$14.9M 0.01%
507,503
+177,246
987
$14.9M 0.01%
106,402
+16,264
988
$14.9M 0.01%
2,307,264
-1,212,332
989
$14.9M 0.01%
316,011
-82,321
990
$14.9M 0.01%
263,815
-10,337
991
$14.8M 0.01%
455,363
-142,933
992
$14.8M 0.01%
87,073
-13,618
993
$14.8M 0.01%
525,255
+312,842
994
$14.7M 0.01%
143,995
-13,876
995
$14.7M 0.01%
139,088
-42,453
996
$14.7M 0.01%
1,018,769
-164,500
997
$14.7M 0.01%
1,061,325
-112,470
998
$14.7M 0.01%
1,275,084
-728,384
999
$14.6M 0.01%
156,356
-365,125
1000
$14.6M 0.01%
685,338
-44,674
38 39
40
41 42