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
2326
$1.88M ﹤0.01%
19,089
-3,038
2327
$1.88M ﹤0.01%
114,581
-196,107
2328
$1.87M ﹤0.01%
45,174
+33,671
2329
$1.87M ﹤0.01%
135,450
-22
2330
$1.87M ﹤0.01%
22,263
-123,479
2331
$1.87M ﹤0.01%
245,758
+107,680
2332
$1.87M ﹤0.01%
46,636
-2,191
2333
$1.86M ﹤0.01%
210,294
+151,613
2334
$1.86M ﹤0.01%
23,424
-1,281
2335
$1.86M ﹤0.01%
56,054
-4,824
2336
$1.86M ﹤0.01%
119,743
+72,819
2337
$1.85M ﹤0.01%
121,274
+67,782
2338
$1.85M ﹤0.01%
25,388
-6,083
2339
$1.85M ﹤0.01%
132,382
+6,038
2340
$1.85M ﹤0.01%
124,501
-141,562
2341
$1.85M ﹤0.01%
47,318
-37,487
2342
$1.85M ﹤0.01%
127,150
+40,281
2343
$1.85M ﹤0.01%
258,917
+49,962
2344
$1.84M ﹤0.01%
71,226
+5,127
2345
$1.84M ﹤0.01%
68,690
-7,768
2346
$1.84M ﹤0.01%
31,104
+1,264
2347
$1.84M ﹤0.01%
41,018
-11,632
2348
$1.84M ﹤0.01%
224,023
-89,859
2349
$1.84M ﹤0.01%
43,529
-66,671
2350
$1.83M ﹤0.01%
46,582
-20,563
92 93
94
95 96