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
2251
$2.07M ﹤0.01%
386,945
+29,632
2252
$2.07M ﹤0.01%
75,014
-68,572
2253
$2.07M ﹤0.01%
24,383
-66,603
2254
$2.07M ﹤0.01%
95,310
+65,557
2255
$2.06M ﹤0.01%
33,102
-10,093
2256
$2.06M ﹤0.01%
34,824
+21,812
2257
$2.06M ﹤0.01%
135,091
+8,565
2258
$2.06M ﹤0.01%
92,059
+13,011
2259
$2.06M ﹤0.01%
73,586
+70,867
2260
$2.06M ﹤0.01%
1,741
+1,638
2261
$2.05M ﹤0.01%
84,150
+7,508
2262
$2.05M ﹤0.01%
228,915
+20,859
2263
$2.05M ﹤0.01%
69,218
+12,602
2264
$2.04M ﹤0.01%
437,984
+63,835
2265
$2.04M ﹤0.01%
88,064
+4,371
2266
$2.04M ﹤0.01%
22,163
+15,254
2267
$2.04M ﹤0.01%
205,137
+168,921
2268
$2.04M ﹤0.01%
358,910
+32,041
2269
$2.04M ﹤0.01%
64,035
-63,140
2270
$2.04M ﹤0.01%
38,470
-1,629
2271
$2.04M ﹤0.01%
48,615
-123
2272
$2.03M ﹤0.01%
20,447
-874
2273
$2.03M ﹤0.01%
95,410
-16,017
2274
$2.02M ﹤0.01%
79,278
-30,882
2275
$2.02M ﹤0.01%
48,537
+18,966
89 90
91
92 93