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
2101
$2.53M ﹤0.01%
109,763
+52,401
2102
$2.52M ﹤0.01%
60,527
+45,934
2103
$2.52M ﹤0.01%
16,207
+1,099
2104
$2.52M ﹤0.01%
85,510
+41,864
2105
$2.51M ﹤0.01%
256,187
+141,283
2106
$2.51M ﹤0.01%
300,930
-34,656
2107
$2.51M ﹤0.01%
103,892
+5,393
2108
$2.51M ﹤0.01%
68,713
-11,600
2109
$2.51M ﹤0.01%
137,588
+95,041
2110
$2.5M ﹤0.01%
33,927
+29,000
2111
$2.5M ﹤0.01%
105,297
-20,115
2112
$2.5M ﹤0.01%
105,402
+6,491
2113
$2.49M ﹤0.01%
186,173
+61,919
2114
$2.49M ﹤0.01%
22,156
+3,256
2115
$2.49M ﹤0.01%
38,372
-152,596
2116
$2.49M ﹤0.01%
69,724
-56,089
2117
$2.48M ﹤0.01%
31,719
-99,111
2118
$2.48M ﹤0.01%
226,465
+7,847
2119
$2.48M ﹤0.01%
225,707
-8,702
2120
$2.48M ﹤0.01%
320,972
+73,029
2121
$2.47M ﹤0.01%
1,070,899
-1,960
2122
$2.47M ﹤0.01%
29,295
-14,757
2123
$2.47M ﹤0.01%
185,770
+1,319
2124
$2.46M ﹤0.01%
49,723
-17,310
2125
$2.45M ﹤0.01%
52,578
-10,080
83 84
85
86 87