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
1326
$8.03M ﹤0.01%
560,794
+471,369
1327
$8.02M ﹤0.01%
65,798
+9,777
1328
$7.99M ﹤0.01%
674,023
-8,218
1329
$7.92M ﹤0.01%
89,413
+10,126
1330
$7.9M ﹤0.01%
295,729
+86,210
1331
$7.89M ﹤0.01%
323,799
-5,757
1332
$7.88M ﹤0.01%
19,671
+17,167
1333
$7.87M ﹤0.01%
163,635
-9,804
1334
$7.84M ﹤0.01%
79,021
+27,915
1335
$7.83M ﹤0.01%
91,835
-42,826
1336
$7.82M ﹤0.01%
1,721,688
+52,444
1337
$7.82M ﹤0.01%
298,296
+50,175
1338
$7.78M ﹤0.01%
84,949
+74,557
1339
$7.78M ﹤0.01%
162,542
-12,159
1340
$7.77M ﹤0.01%
129,248
+49,474
1341
$7.77M ﹤0.01%
185,720
+77,433
1342
$7.76M ﹤0.01%
654,005
+50,713
1343
$7.74M ﹤0.01%
153,354
-45,840
1344
$7.72M ﹤0.01%
289,392
+9,495
1345
$7.71M ﹤0.01%
304,774
+9,721
1346
$7.69M ﹤0.01%
165,263
-9,855
1347
$7.67M ﹤0.01%
308,542
+73,310
1348
$7.66M ﹤0.01%
2,225,613
-2,736
1349
$7.66M ﹤0.01%
44,267
-10,480
1350
$7.65M ﹤0.01%
104,163
+456
52 53
54
55 56