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
1876
$3.41M ﹤0.01%
56,707
+4,609
1877
$3.41M ﹤0.01%
63,681
-15,819
1878
$3.4M ﹤0.01%
117,419
+16,990
1879
$3.4M ﹤0.01%
311,809
-19,536
1880
$3.39M ﹤0.01%
208,989
-12,883
1881
$3.39M ﹤0.01%
45,800
+18,022
1882
$3.39M ﹤0.01%
89,463
-42,957
1883
$3.38M ﹤0.01%
122,780
-57,210
1884
$3.38M ﹤0.01%
265,324
-121,986
1885
$3.37M ﹤0.01%
250,596
-3,796
1886
$3.37M ﹤0.01%
32,494
+5,593
1887
$3.37M ﹤0.01%
305,570
-6,218
1888
$3.36M ﹤0.01%
1,324,196
+1,291,039
1889
$3.36M ﹤0.01%
71,469
+44,783
1890
$3.35M ﹤0.01%
222,887
-15,572
1891
$3.35M ﹤0.01%
113,810
+8,340
1892
$3.34M ﹤0.01%
65,216
-547
1893
$3.34M ﹤0.01%
42,770
-1,297
1894
$3.33M ﹤0.01%
131,651
+13,640
1895
$3.33M ﹤0.01%
309,932
+42,500
1896
$3.32M ﹤0.01%
163,124
+18,949
1897
$3.32M ﹤0.01%
168,282
+14,814
1898
$3.31M ﹤0.01%
121,445
+7,969
1899
$3.31M ﹤0.01%
98,952
-17,933
1900
$3.3M ﹤0.01%
112,347
+24,758
74 75
76
77 78