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
2076
$2.61M ﹤0.01%
41,111
-1,313
2077
$2.6M ﹤0.01%
21,275
+2,808
2078
$2.6M ﹤0.01%
183,699
+5,401
2079
$2.59M ﹤0.01%
270,151
+27,717
2080
$2.58M ﹤0.01%
43,712
-92,724
2081
$2.58M ﹤0.01%
475,304
+7,740
2082
$2.58M ﹤0.01%
93,884
+34,700
2083
$2.58M ﹤0.01%
56,992
-54,715
2084
$2.58M ﹤0.01%
45,213
+9,983
2085
$2.58M ﹤0.01%
15,105
-1,904
2086
$2.58M ﹤0.01%
85,274
+16,959
2087
$2.58M ﹤0.01%
194,068
+1,491
2088
$2.57M ﹤0.01%
22,953
-444
2089
$2.57M ﹤0.01%
177,677
-13,683
2090
$2.57M ﹤0.01%
155,304
+51,535
2091
$2.56M ﹤0.01%
205,324
+37,092
2092
$2.56M ﹤0.01%
155,051
+38,995
2093
$2.56M ﹤0.01%
37,575
-2,723
2094
$2.56M ﹤0.01%
57,444
+49,029
2095
$2.56M ﹤0.01%
82,875
+67,700
2096
$2.55M ﹤0.01%
117,191
-23,234
2097
$2.55M ﹤0.01%
209,929
+27,348
2098
$2.55M ﹤0.01%
187,727
+72,439
2099
$2.54M ﹤0.01%
8,955
+8,467
2100
$2.53M ﹤0.01%
31,393
+1,272
82 83
84
85 86