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
1376
$7.35M ﹤0.01%
347,575
-16,262
1377
$7.35M ﹤0.01%
186,554
+2,061
1378
$7.34M ﹤0.01%
65,575
-7,228
1379
$7.32M ﹤0.01%
523,762
+4,922
1380
$7.32M ﹤0.01%
632,254
+253,254
1381
$7.3M ﹤0.01%
63,984
-1,072
1382
$7.3M ﹤0.01%
382,753
-13,929
1383
$7.26M ﹤0.01%
64,994
-52,471
1384
$7.25M ﹤0.01%
259,882
+16,244
1385
$7.25M ﹤0.01%
174,445
+1,897
1386
$7.24M ﹤0.01%
298,716
-14,934
1387
$7.24M ﹤0.01%
364,295
+131,779
1388
$7.23M ﹤0.01%
640,061
+44,214
1389
$7.22M ﹤0.01%
59,216
+9,120
1390
$7.2M ﹤0.01%
535,294
-20,500
1391
$7.2M ﹤0.01%
102,117
+72,569
1392
$7.17M ﹤0.01%
126,195
+21,549
1393
$7.15M ﹤0.01%
194,881
-52,698
1394
$7.12M ﹤0.01%
1,348,999
-40,598
1395
$7.11M ﹤0.01%
483,087
-20,113
1396
$7.08M ﹤0.01%
551,636
+48,993
1397
$7.08M ﹤0.01%
243,038
-74,015
1398
$7.08M ﹤0.01%
220,275
-31,625
1399
$7.08M ﹤0.01%
790,260
+593,168
1400
$7.04M ﹤0.01%
327,486
+78,021
54 55
56
57 58