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
126
$335M 0.14%
2,233,983
-252,708
127
$331M 0.14%
3,749,857
+425,951
128
$329M 0.14%
2,595,377
-270,122
129
$324M 0.14%
1,717,700
-329,114
130
$323M 0.14%
2,366,203
+535,280
131
$321M 0.14%
2,968,982
-74,656
132
$321M 0.14%
3,154,205
-498,202
133
$318M 0.13%
11,982,832
+1,555,821
134
$318M 0.13%
1,650,896
+62,576
135
$318M 0.13%
6,217,849
+1,046,350
136
$314M 0.13%
10,474,864
+868,462
137
$310M 0.13%
3,773,440
-509,575
138
$304M 0.13%
2,532,317
-443,685
139
$303M 0.13%
8,007,749
+1,236,206
140
$301M 0.13%
3,777,611
+389,591
141
$300M 0.13%
3,893,279
-261,536
142
$298M 0.13%
16,418,074
+57,902
143
$298M 0.13%
1,154,239
+217,171
144
$295M 0.12%
6,643,993
-166,435
145
$284M 0.12%
2,329,882
+324,231
146
$283M 0.12%
22,903,992
+6,120,546
147
$280M 0.12%
3,545,066
+105,600
148
$278M 0.12%
5,597,691
+5,035,793
149
$271M 0.11%
3,256,867
+355,657
150
$267M 0.11%
4,718,185
-145,317
4 5
6
7 8