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
1976
$2.97M ﹤0.01%
82,240
+77,205
1977
$2.97M ﹤0.01%
50,590
-1,999
1978
$2.97M ﹤0.01%
308,525
+131,861
1979
$2.96M ﹤0.01%
65,843
+49,140
1980
$2.95M ﹤0.01%
25,684
+3,021
1981
$2.95M ﹤0.01%
81,975
+22,312
1982
$2.95M ﹤0.01%
84,522
-17,403
1983
$2.94M ﹤0.01%
254,510
+214,776
1984
$2.94M ﹤0.01%
26,104
-6,704
1985
$2.93M ﹤0.01%
47,249
-3,618
1986
$2.93M ﹤0.01%
482,266
-343
1987
$2.93M ﹤0.01%
269,135
+195,996
1988
$2.93M ﹤0.01%
34,382
+2,157
1989
$2.93M ﹤0.01%
94,529
-26,322
1990
$2.93M ﹤0.01%
84,558
+8,265
1991
$2.92M ﹤0.01%
222,470
+44,742
1992
$2.92M ﹤0.01%
58,186
+18,046
1993
$2.92M ﹤0.01%
244,724
-77,760
1994
$2.92M ﹤0.01%
60,775
+9,582
1995
$2.92M ﹤0.01%
125,364
+6,560
1996
$2.9M ﹤0.01%
117,528
+13,603
1997
$2.9M ﹤0.01%
326,066
-108,353
1998
$2.9M ﹤0.01%
74,942
-13,355
1999
$2.89M ﹤0.01%
186,096
-9,007
2000
$2.89M ﹤0.01%
56,248
-30,175
78 79
80
81 82