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
2151
$2.37M ﹤0.01%
63,480
-69,025
2152
$2.37M ﹤0.01%
176,726
+117,276
2153
$2.37M ﹤0.01%
195,644
-1,331,977
2154
$2.36M ﹤0.01%
12,322
+3,269
2155
$2.35M ﹤0.01%
171,917
-17,004
2156
$2.35M ﹤0.01%
57,637
+6,726
2157
$2.35M ﹤0.01%
98,183
+3,640
2158
$2.35M ﹤0.01%
578,068
-76,388
2159
$2.34M ﹤0.01%
97,750
-10,210
2160
$2.34M ﹤0.01%
174,290
+7,738
2161
$2.34M ﹤0.01%
76,361
+3,268
2162
$2.33M ﹤0.01%
57,828
-7,548
2163
$2.33M ﹤0.01%
34,791
-3,882
2164
$2.33M ﹤0.01%
51,500
-17,270
2165
$2.33M ﹤0.01%
56,954
-1,291
2166
$2.32M ﹤0.01%
82,278
+4,701
2167
$2.32M ﹤0.01%
162,112
-59,392
2168
$2.32M ﹤0.01%
102,236
-28,524
2169
$2.3M ﹤0.01%
416,113
-58,254
2170
$2.3M ﹤0.01%
180,323
-1,174,606
2171
$2.29M ﹤0.01%
82,715
+42,875
2172
$2.29M ﹤0.01%
119,752
+29,371
2173
$2.28M ﹤0.01%
104,460
+71,554
2174
$2.27M ﹤0.01%
499,997
+487,131
2175
$2.27M ﹤0.01%
33,056
+6,234
85 86
87
88 89