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
2126
$2.45M ﹤0.01%
108,496
-25,820
2127
$2.44M ﹤0.01%
132,082
+25,885
2128
$2.44M ﹤0.01%
107,478
-1,949
2129
$2.44M ﹤0.01%
87,649
-81,207
2130
$2.44M ﹤0.01%
33,314
+10,712
2131
$2.44M ﹤0.01%
+174,798
2132
$2.43M ﹤0.01%
427,831
+179,213
2133
$2.43M ﹤0.01%
137,585
+9,797
2134
$2.43M ﹤0.01%
36,986
-6,805
2135
$2.43M ﹤0.01%
153,455
-133,525
2136
$2.41M ﹤0.01%
83,540
+31,170
2137
$2.41M ﹤0.01%
182,105
-51,178
2138
$2.41M ﹤0.01%
97,212
+39,569
2139
$2.41M ﹤0.01%
94,773
-60,522
2140
$2.4M ﹤0.01%
97,491
+20,712
2141
$2.4M ﹤0.01%
67,848
+27,647
2142
$2.4M ﹤0.01%
139,627
+411
2143
$2.4M ﹤0.01%
54,719
+23,058
2144
$2.39M ﹤0.01%
41,226
-5,917
2145
$2.39M ﹤0.01%
69,334
-16,110
2146
$2.38M ﹤0.01%
330,681
-59,926
2147
$2.38M ﹤0.01%
88,231
-199,502
2148
$2.38M ﹤0.01%
103,185
-11,148
2149
$2.38M ﹤0.01%
423,318
-9,950
2150
$2.38M ﹤0.01%
+150,825
84 85
86
87 88