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
151
$267M 0.11%
5,262,373
+1,135,106
152
$265M 0.11%
1,584,866
-77,663
153
$263M 0.11%
8,690,040
-838,550
154
$261M 0.11%
1,421,743
-305,905
155
$260M 0.11%
3,548,532
+250,887
156
$260M 0.11%
5,456,765
+113,721
157
$259M 0.11%
9,256,962
-40,874,659
158
$258M 0.11%
2,823,262
-1,011,528
159
$254M 0.11%
3,622,987
-184,629
160
$254M 0.11%
1,985,627
-1,894
161
$253M 0.11%
4,220,873
+1,157,963
162
$249M 0.11%
766,742
-139,203
163
$246M 0.1%
1,884,927
-159,883
164
$245M 0.1%
4,183,744
+808,744
165
$245M 0.1%
3,115,615
-372,314
166
$240M 0.1%
3,048,938
+79,667
167
$237M 0.1%
11,046,430
+10,598,327
168
$235M 0.1%
3,265,705
-902,324
169
$228M 0.1%
2,038,608
+77,409
170
$228M 0.1%
1,197,103
+773,686
171
$228M 0.1%
4,016,929
-197,179
172
$228M 0.1%
1,182,144
+812,250
173
$226M 0.1%
18,666,042
+2,521,985
174
$226M 0.1%
5,235,495
+354,054
175
$222M 0.09%
1,117,127
+235,412
5 6
7
8 9