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
201
$181M 0.08%
3,507,662
+335,998
202
$180M 0.08%
1,097,380
-83,396
203
$178M 0.08%
25,001,089
-44,810,135
204
$178M 0.08%
5,137,497
+346,520
205
$177M 0.07%
2,685,525
-508,682
206
$171M 0.07%
5,958,969
+486,348
207
$171M 0.07%
1,581,070
+128,027
208
$163M 0.07%
10,770,062
+1,295,898
209
$162M 0.07%
6,032,323
+1,973,599
210
$161M 0.07%
1,454,096
-18,836
211
$161M 0.07%
813,298
+141,774
212
$160M 0.07%
2,835,356
-16,641
213
$159M 0.07%
800,667
+41,499
214
$157M 0.07%
2,334,749
+51,178
215
$157M 0.07%
785,479
+2,411
216
$156M 0.07%
794,465
+456,815
217
$156M 0.07%
384,075
-148,799
218
$154M 0.07%
639,778
+151,546
219
$154M 0.07%
3,783,447
-114,395
220
$153M 0.06%
8,868,078
+1,074,867
221
$152M 0.06%
1,623,465
+80,660
222
$150M 0.06%
4,002,562
+369,640
223
$150M 0.06%
7,248,369
-1,788,199
224
$150M 0.06%
2,217,900
-82,760
225
$149M 0.06%
1,181,342
-531,554
7 8
9
10 11