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
2051
$2.71M ﹤0.01%
140,673
-48,701
2052
$2.71M ﹤0.01%
34,268
-168,275
2053
$2.7M ﹤0.01%
66,097
-2,416
2054
$2.69M ﹤0.01%
64,189
+1,899
2055
$2.69M ﹤0.01%
35,258
-13,320
2056
$2.68M ﹤0.01%
210,779
+30,976
2057
$2.68M ﹤0.01%
50,886
+18,124
2058
$2.68M ﹤0.01%
302,657
+289,761
2059
$2.68M ﹤0.01%
164,096
-10,119
2060
$2.67M ﹤0.01%
164,639
-10,696
2061
$2.67M ﹤0.01%
135,462
+24,599
2062
$2.67M ﹤0.01%
41,219
+25,033
2063
$2.67M ﹤0.01%
92,540
-25,627
2064
$2.67M ﹤0.01%
313,615
+6,176
2065
$2.66M ﹤0.01%
103,222
+21,335
2066
$2.66M ﹤0.01%
259,569
-240,315
2067
$2.66M ﹤0.01%
55,474
-1,918
2068
$2.66M ﹤0.01%
290,676
+23,427
2069
$2.65M ﹤0.01%
85,145
-276,610
2070
$2.65M ﹤0.01%
73,947
-6,666
2071
$2.62M ﹤0.01%
111,365
+36,534
2072
$2.62M ﹤0.01%
55,511
+1,125
2073
$2.62M ﹤0.01%
145,203
+144,085
2074
$2.62M ﹤0.01%
77,104
-33,790
2075
$2.61M ﹤0.01%
59,058
-21,440
81 82
83
84 85