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
2226
$2.13M ﹤0.01%
19,258
-6,242
2227
$2.13M ﹤0.01%
425,439
-124,825
2228
$2.13M ﹤0.01%
84,809
-224,806
2229
$2.13M ﹤0.01%
38,986
-18,903
2230
$2.12M ﹤0.01%
155,330
-86,823
2231
$2.12M ﹤0.01%
245,048
-12,660
2232
$2.12M ﹤0.01%
54,307
-10,672
2233
$2.11M ﹤0.01%
78,098
-79,282
2234
$2.11M ﹤0.01%
108,773
+54,122
2235
$2.11M ﹤0.01%
36,755
-1,068
2236
$2.11M ﹤0.01%
165,122
+26,314
2237
$2.11M ﹤0.01%
103,316
+33,837
2238
$2.11M ﹤0.01%
210,398
-14,986
2239
$2.1M ﹤0.01%
287,111
+108,429
2240
$2.1M ﹤0.01%
50,126
-11,453
2241
$2.1M ﹤0.01%
40,486
+3,042
2242
$2.09M ﹤0.01%
57,600
-13,967
2243
$2.09M ﹤0.01%
36,530
-4,710
2244
$2.09M ﹤0.01%
534,564
+332,814
2245
$2.08M ﹤0.01%
373,578
+50,847
2246
$2.08M ﹤0.01%
51,224
-23,613
2247
$2.08M ﹤0.01%
2,633
+807
2248
$2.08M ﹤0.01%
252,524
-18,119
2249
$2.08M ﹤0.01%
26,767
-41,669
2250
$2.08M ﹤0.01%
77,441
+31,667
88 89
90
91 92