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
2276
$2.02M ﹤0.01%
257,569
-93,091
2277
$2.02M ﹤0.01%
72,480
+29,845
2278
$2.02M ﹤0.01%
42,384
-411
2279
$2.02M ﹤0.01%
62,215
-2,567
2280
$2.02M ﹤0.01%
38,418
-8,765
2281
$2.01M ﹤0.01%
248,728
+246,999
2282
$2.01M ﹤0.01%
277,409
+101,949
2283
$2.01M ﹤0.01%
37,847
+7,047
2284
$2M ﹤0.01%
57,473
-7,620
2285
$2M ﹤0.01%
50,568
+10,456
2286
$2M ﹤0.01%
15,715
-3,011
2287
$2M ﹤0.01%
175,189
+17,502
2288
$2M ﹤0.01%
67,454
+61,028
2289
$1.99M ﹤0.01%
30,324
-15,578
2290
$1.99M ﹤0.01%
115,429
+68,499
2291
$1.99M ﹤0.01%
92,312
-5,413
2292
$1.98M ﹤0.01%
140,003
+7,737
2293
$1.98M ﹤0.01%
12,000
-14,822
2294
$1.98M ﹤0.01%
15,884
+2,369
2295
$1.97M ﹤0.01%
91,172
+21,898
2296
$1.97M ﹤0.01%
119,285
-35,445
2297
$1.97M ﹤0.01%
30,463
+18,699
2298
$1.96M ﹤0.01%
27,753
-5,063
2299
$1.95M ﹤0.01%
+26,025
2300
$1.94M ﹤0.01%
20,905
+17,202
90 91
92
93 94