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
1051
$13.2M 0.01%
273,627
+83,053
1052
$13.2M 0.01%
106,173
+13,292
1053
$13.1M 0.01%
154,858
+47,674
1054
$13.1M 0.01%
310,758
-32,087
1055
$13.1M 0.01%
1,783,466
-234,054
1056
$13M 0.01%
185,167
+65,960
1057
$12.9M 0.01%
124,504
+88,353
1058
$12.9M 0.01%
199,041
-204,105
1059
$12.9M 0.01%
239,927
-1,890
1060
$12.9M 0.01%
261,786
+99,382
1061
$12.8M 0.01%
106,449
-21,215
1062
$12.8M 0.01%
355,257
-5,333
1063
$12.8M 0.01%
105,506
+39,880
1064
$12.7M 0.01%
232,350
-40,578
1065
$12.7M 0.01%
471,189
+47,920
1066
$12.7M 0.01%
164,219
+9,187
1067
$12.6M 0.01%
3,995,952
+466,996
1068
$12.6M 0.01%
164,162
-18,978
1069
$12.5M 0.01%
459,230
+280,897
1070
$12.5M 0.01%
136,707
-105,748
1071
$12.5M 0.01%
725,715
-220,414
1072
$12.4M 0.01%
616,283
-87,767
1073
$12.4M 0.01%
109,383
-28,249
1074
$12.4M 0.01%
276,367
-25,438
1075
$12.3M 0.01%
9,521
+163
41 42
43
44 45