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
2201
$2.2M ﹤0.01%
429,247
-227,867
2202
$2.2M ﹤0.01%
162,335
+30,693
2203
$2.2M ﹤0.01%
49,686
-32,511
2204
$2.19M ﹤0.01%
32,635
+26,159
2205
$2.19M ﹤0.01%
151,872
-365,507
2206
$2.19M ﹤0.01%
29,735
-16,267
2207
$2.18M ﹤0.01%
32,535
+8,150
2208
$2.18M ﹤0.01%
86,873
-39,511
2209
$2.18M ﹤0.01%
246,887
+113,819
2210
$2.18M ﹤0.01%
17,131
+4,722
2211
$2.17M ﹤0.01%
57,718
-174,577
2212
$2.17M ﹤0.01%
200,797
-12,951
2213
$2.16M ﹤0.01%
50,912
+9,908
2214
$2.16M ﹤0.01%
139,337
-96,636
2215
$2.16M ﹤0.01%
65,348
+279
2216
$2.16M ﹤0.01%
295,056
-103,744
2217
$2.15M ﹤0.01%
188,659
-51,814
2218
$2.15M ﹤0.01%
84,914
-63,255
2219
$2.15M ﹤0.01%
5,576
+4,539
2220
$2.14M ﹤0.01%
339,110
-1,833
2221
$2.14M ﹤0.01%
220,871
+35,000
2222
$2.14M ﹤0.01%
173,796
-196,395
2223
$2.14M ﹤0.01%
109,113
+108,013
2224
$2.14M ﹤0.01%
31,926
-34,982
2225
$2.14M ﹤0.01%
35,682
-16,685
87 88
89
90 91