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
2351
$1.83M ﹤0.01%
39,886
+3,301
2352
$1.83M ﹤0.01%
40,988
-7,920
2353
$1.82M ﹤0.01%
155,636
+129,961
2354
$1.82M ﹤0.01%
123,065
+55,723
2355
$1.82M ﹤0.01%
29,391
+1,051
2356
$1.82M ﹤0.01%
21,791
-407
2357
– –
0
2358
$1.82M ﹤0.01%
3,694
-618
2359
$1.81M ﹤0.01%
259,270
+222,359
2360
$1.81M ﹤0.01%
227,471
+44,923
2361
$1.81M ﹤0.01%
159,648
+17,299
2362
$1.81M ﹤0.01%
14,403
+566
2363
$1.8M ﹤0.01%
85,740
+4,071
2364
$1.8M ﹤0.01%
70,699
-148,931
2365
$1.79M ﹤0.01%
36,543
-147,529
2366
$1.79M ﹤0.01%
160,428
+12,653
2367
$1.79M ﹤0.01%
49,685
-56,519
2368
$1.79M ﹤0.01%
45,780
+15,851
2369
$1.78M ﹤0.01%
200,390
-17,406
2370
$1.77M ﹤0.01%
91,931
+22,439
2371
$1.77M ﹤0.01%
49,536
-37,477
2372
$1.77M ﹤0.01%
12,176
+8,308
2373
$1.77M ﹤0.01%
130,325
-27,162
2374
$1.77M ﹤0.01%
175,688
+64,025
2375
$1.76M ﹤0.01%
22,618
-6,854
93 94
95
96 97