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
2301
$1.94M ﹤0.01%
72,500
-45,050
2302
$1.93M ﹤0.01%
52,152
-3,952
2303
$1.93M ﹤0.01%
116,340
+75,822
2304
$1.93M ﹤0.01%
184,487
+83,777
2305
$1.93M ﹤0.01%
39,076
-10,036
2306
$1.92M ﹤0.01%
87,821
-6,349
2307
$1.92M ﹤0.01%
161,934
-56,822
2308
$1.92M ﹤0.01%
45,727
+31,978
2309
$1.92M ﹤0.01%
480,612
-1,610
2310
$1.92M ﹤0.01%
391,896
-77,306
2311
$1.91M ﹤0.01%
205,230
+70,946
2312
$1.91M ﹤0.01%
+72,829
2313
$1.91M ﹤0.01%
+50,845
2314
$1.91M ﹤0.01%
28,559
-12,722
2315
$1.9M ﹤0.01%
85,545
-6,206
2316
$1.9M ﹤0.01%
9,626
-1,665
2317
$1.9M ﹤0.01%
162,422
+1,929
2318
$1.9M ﹤0.01%
97,775
-34,245
2319
$1.9M ﹤0.01%
31,555
-6,936
2320
$1.9M ﹤0.01%
27,572
-28,480
2321
$1.89M ﹤0.01%
44,627
+79
2322
$1.89M ﹤0.01%
130,321
+22,986
2323
$1.88M ﹤0.01%
260,313
+115,294
2324
$1.88M ﹤0.01%
123,611
+62,889
2325
$1.88M ﹤0.01%
47,697
+847
91 92
93
94 95