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
2026
$2.81M ﹤0.01%
425,661
+297,575
2027
$2.8M ﹤0.01%
52,334
-1,125
2028
$2.8M ﹤0.01%
114,557
-162,877
2029
$2.79M ﹤0.01%
53,012
-4,177
2030
$2.79M ﹤0.01%
78,881
-57,234
2031
$2.78M ﹤0.01%
231,656
+34,319
2032
$2.78M ﹤0.01%
59,281
-8,886
2033
$2.76M ﹤0.01%
74,882
-11,725
2034
$2.76M ﹤0.01%
135,352
+83,356
2035
$2.76M ﹤0.01%
159,653
+153,006
2036
$2.76M ﹤0.01%
182,791
+8,327
2037
$2.75M ﹤0.01%
332,858
-12,758
2038
$2.75M ﹤0.01%
54,007
-1,426
2039
$2.73M ﹤0.01%
145,949
+11,338
2040
$2.73M ﹤0.01%
166,920
+9,494
2041
$2.73M ﹤0.01%
1,910,019
-39,477
2042
$2.73M ﹤0.01%
29,714
+1,170
2043
$2.73M ﹤0.01%
71,428
-235,968
2044
$2.73M ﹤0.01%
210,645
-42,984
2045
$2.73M ﹤0.01%
44,120
-63,364
2046
$2.73M ﹤0.01%
14,460
+5,159
2047
$2.72M ﹤0.01%
83,790
-64,605
2048
$2.72M ﹤0.01%
70,235
-5,176
2049
$2.72M ﹤0.01%
107,656
+6,308
2050
$2.71M ﹤0.01%
106,728
+480
80 81
82
83 84