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
1926
$3.19M ﹤0.01%
190,245
+70,600
1927
$3.19M ﹤0.01%
163,378
+82,261
1928
$3.19M ﹤0.01%
60,398
-21,976
1929
$3.18M ﹤0.01%
39,200
+21,170
1930
$3.17M ﹤0.01%
131,167
-40,264
1931
$3.17M ﹤0.01%
75,903
-28,124
1932
$3.17M ﹤0.01%
33,082
-9,169
1933
$3.16M ﹤0.01%
62,215
+12,047
1934
$3.16M ﹤0.01%
174,031
+10,532
1935
$3.16M ﹤0.01%
102,728
-30,881
1936
$3.15M ﹤0.01%
267,104
-38,784
1937
$3.14M ﹤0.01%
289,250
+7,452
1938
$3.14M ﹤0.01%
58,573
-3,590
1939
$3.13M ﹤0.01%
33,054
+863
1940
$3.13M ﹤0.01%
73,079
+2,257
1941
$3.13M ﹤0.01%
76,737
-6,059
1942
$3.12M ﹤0.01%
241,490
-920
1943
$3.12M ﹤0.01%
287,155
-798,032
1944
$3.11M ﹤0.01%
75,112
-20,451
1945
$3.11M ﹤0.01%
130,645
+113,376
1946
$3.1M ﹤0.01%
259,301
+28,084
1947
$3.1M ﹤0.01%
85,414
+70,072
1948
$3.09M ﹤0.01%
104,611
-199,083
1949
$3.09M ﹤0.01%
46,505
+42,585
1950
$3.09M ﹤0.01%
19,916
-6,663
76 77
78
79 80