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
1001
$14.6M 0.01%
303,230
+3,956
1002
$14.6M 0.01%
1,966,838
+186,808
1003
$14.6M 0.01%
163,439
+77,659
1004
$14.6M 0.01%
312,976
+82,808
1005
$14.6M 0.01%
669,861
+14,903
1006
$14.5M 0.01%
178,405
-70,231
1007
$14.5M 0.01%
771,779
-461,700
1008
$14.4M 0.01%
508,559
+16,278
1009
$14.4M 0.01%
63,416
+6,966
1010
$14.4M 0.01%
306,794
-71,723
1011
$14.3M 0.01%
102,280
-39,062
1012
$14.3M 0.01%
533,555
+22,890
1013
$14.2M 0.01%
147,541
-23,659
1014
$14.2M 0.01%
242,609
+65,418
1015
$14.2M 0.01%
99,736
+22,670
1016
$14M 0.01%
588,303
+32,415
1017
$14M 0.01%
124,818
+37,314
1018
$14M 0.01%
942,040
+175,010
1019
$14M 0.01%
1,309,341
+817,996
1020
$14M 0.01%
1,500,407
-71,876
1021
$13.9M 0.01%
72,266
-7,558
1022
$13.9M 0.01%
1,054,825
+87,004
1023
$13.9M 0.01%
701,613
+96,973
1024
$13.9M 0.01%
641,751
-46,479
1025
$13.8M 0.01%
322,815
-15,188
39 40
41
42 43