UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
101
$430M 0.18%
14,440,040
+8,555,574
102
$428M 0.18%
2,457,295
-292,407
103
$426M 0.18%
6,851,258
+5,675,623
104
$420M 0.18%
2,291,342
+8,435
105
$413M 0.17%
3,074,839
-343,385
106
$412M 0.17%
4,504,139
+186,183
107
$410M 0.17%
9,176,382
-1,216,318
108
$410M 0.17%
4,472,651
-908,889
109
$405M 0.17%
4,225,686
+441,215
110
$405M 0.17%
3,018,389
-509,179
111
$388M 0.16%
3,360,594
-89,856
112
$386M 0.16%
7,639,525
-374,542
113
$383M 0.16%
11,259,297
+2,472,037
114
$380M 0.16%
4,166,741
-93,705
115
$380M 0.16%
6,869,133
-686,482
116
$371M 0.16%
3,645,587
+136,852
117
$361M 0.15%
4,825,508
+3,000,648
118
$355M 0.15%
6,045,687
-1,799,488
119
$355M 0.15%
5,170,852
+2,218,986
120
$354M 0.15%
12,609,495
-3,264,780
121
$353M 0.15%
776,669
+22,706
122
$341M 0.14%
6,235,777
+1,450,003
123
$341M 0.14%
4,127,120
+521,778
124
$337M 0.14%
5,536,917
-435,446
125
$336M 0.14%
6,268,735
-7,224
3 4
5
6 7