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
1351
$7.62M ﹤0.01%
76,503
-25,346
1352
$7.61M ﹤0.01%
357,590
-94,847
1353
$7.57M ﹤0.01%
405,254
-150
1354
$7.57M ﹤0.01%
399,642
-110,176
1355
$7.54M ﹤0.01%
266,891
+60,900
1356
$7.53M ﹤0.01%
231,798
-21,297
1357
$7.52M ﹤0.01%
197,371
+56,986
1358
$7.51M ﹤0.01%
51,469
+40,161
1359
$7.5M ﹤0.01%
114,985
-563,923
1360
$7.5M ﹤0.01%
225,449
+220,692
1361
$7.5M ﹤0.01%
101,006
+30,024
1362
$7.49M ﹤0.01%
360,424
+34,005
1363
$7.45M ﹤0.01%
266,808
+98,657
1364
$7.45M ﹤0.01%
134,084
-167,144
1365
$7.44M ﹤0.01%
68,260
-61,194
1366
$7.44M ﹤0.01%
254,126
+36,822
1367
$7.43M ﹤0.01%
410,377
+220,718
1368
$7.43M ﹤0.01%
13,843
+2,428
1369
$7.42M ﹤0.01%
496,130
+44,022
1370
$7.42M ﹤0.01%
158,970
+1,644
1371
$7.4M ﹤0.01%
607,010
-2,559
1372
$7.39M ﹤0.01%
437,395
+21,839
1373
$7.38M ﹤0.01%
160,820
+89,198
1374
$7.36M ﹤0.01%
144,278
+110,378
1375
$7.35M ﹤0.01%
261,297
-159,404
53 54
55
56 57