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
1951
$3.09M ﹤0.01%
140,318
+35,579
1952
$3.08M ﹤0.01%
248,738
+23,314
1953
$3.07M ﹤0.01%
301,084
-45,978
1954
$3.06M ﹤0.01%
104,697
+90,730
1955
$3.06M ﹤0.01%
422,869
+66,181
1956
$3.05M ﹤0.01%
28,553
-620
1957
$3.05M ﹤0.01%
19,022
+9,854
1958
$3.04M ﹤0.01%
44,244
-19,366
1959
$3.04M ﹤0.01%
435,053
+58,917
1960
$3.04M ﹤0.01%
39,965
-10,074
1961
$3.04M ﹤0.01%
27,408
-107,065
1962
$3.04M ﹤0.01%
33,981
+5,622
1963
$3.03M ﹤0.01%
22,619
-18,148
1964
$3.03M ﹤0.01%
51,357
+35,883
1965
$3.02M ﹤0.01%
105,114
-5,034
1966
$3.01M ﹤0.01%
218,190
+24,609
1967
$3M ﹤0.01%
58,207
+49,570
1968
$3M ﹤0.01%
285,456
+10,124
1969
$3M ﹤0.01%
62,367
-73,980
1970
$2.99M ﹤0.01%
56,887
-641
1971
$2.99M ﹤0.01%
46,138
+9,031
1972
$2.98M ﹤0.01%
82,000
-2,635
1973
$2.98M ﹤0.01%
273,375
+241,536
1974
$2.98M ﹤0.01%
69,632
-50,440
1975
$2.98M ﹤0.01%
140,965
+139,585
77 78
79
80 81