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
2001
$2.88M ﹤0.01%
155,114
-75,075
2002
$2.88M ﹤0.01%
5,890
-3,508
2003
$2.88M ﹤0.01%
32,239
-2,554
2004
$2.88M ﹤0.01%
181,597
-10,381
2005
$2.87M ﹤0.01%
48,759
-42,344
2006
$2.87M ﹤0.01%
81,714
+80,248
2007
$2.87M ﹤0.01%
211,992
+18,581
2008
$2.87M ﹤0.01%
322,239
+88,519
2009
$2.87M ﹤0.01%
303,553
+23,751
2010
$2.86M ﹤0.01%
198,221
+11,009
2011
$2.86M ﹤0.01%
74,463
-22,143
2012
$2.85M ﹤0.01%
117,884
-5,528
2013
$2.85M ﹤0.01%
379,533
+155,222
2014
$2.85M ﹤0.01%
24,315
+3,564
2015
$2.85M ﹤0.01%
42,402
-23,607
2016
$2.84M ﹤0.01%
53,970
-19,366
2017
$2.84M ﹤0.01%
3,198
+2,238
2018
$2.83M ﹤0.01%
67,521
+15,310
2019
$2.83M ﹤0.01%
137,526
+129,984
2020
$2.82M ﹤0.01%
700,570
+359,154
2021
$2.82M ﹤0.01%
24,713
+8,959
2022
$2.82M ﹤0.01%
712,793
-437,145
2023
$2.81M ﹤0.01%
122,330
-876
2024
$2.81M ﹤0.01%
183,266
-79,472
2025
$2.81M ﹤0.01%
345,261
-80,533
79 80
81
82 83