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
2176
$2.27M ﹤0.01%
168,338
+20,513
2177
$2.27M ﹤0.01%
12,217
-916
2178
$2.27M ﹤0.01%
58,756
+15,327
2179
$2.26M ﹤0.01%
181,637
+174,493
2180
$2.26M ﹤0.01%
73,174
-22,730
2181
$2.26M ﹤0.01%
57,047
-3,713
2182
$2.26M ﹤0.01%
94,185
+30,837
2183
$2.26M ﹤0.01%
110,678
-6,102
2184
$2.25M ﹤0.01%
401,845
+48,362
2185
$2.25M ﹤0.01%
50,188
-443
2186
$2.25M ﹤0.01%
119,670
+19,903
2187
$2.25M ﹤0.01%
57,958
-5,213
2188
$2.24M ﹤0.01%
83,565
-4,563
2189
$2.24M ﹤0.01%
204,690
+22,529
2190
$2.24M ﹤0.01%
125,215
+115,337
2191
$2.24M ﹤0.01%
19,012
-1,615
2192
$2.23M ﹤0.01%
115,843
-240,509
2193
$2.23M ﹤0.01%
45,459
+1,855
2194
$2.23M ﹤0.01%
278,913
-267,352
2195
$2.23M ﹤0.01%
132,304
-185,279
2196
$2.23M ﹤0.01%
88,855
-97,445
2197
$2.22M ﹤0.01%
34,405
-1,717
2198
$2.22M ﹤0.01%
208,324
+39,330
2199
$2.21M ﹤0.01%
79,074
+15,214
2200
$2.21M ﹤0.01%
39,464
-8,896
86 87
88
89 90