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
2376
$1.76M ﹤0.01%
21,038
-614
2377
$1.76M ﹤0.01%
84,646
-12,756
2378
$1.76M ﹤0.01%
74,431
-41,443
2379
$1.76M ﹤0.01%
59,579
-11,824
2380
$1.75M ﹤0.01%
11,221
+8,060
2381
$1.74M ﹤0.01%
36,557
-15,937
2382
$1.74M ﹤0.01%
22,467
-4,623
2383
$1.74M ﹤0.01%
181,780
+74,248
2384
$1.74M ﹤0.01%
33,969
+783
2385
$1.74M ﹤0.01%
156,980
-57,366
2386
$1.74M ﹤0.01%
73,679
-27,443
2387
$1.74M ﹤0.01%
203,081
-40,918
2388
$1.73M ﹤0.01%
109,188
-20,774
2389
$1.73M ﹤0.01%
14,918
+3,781
2390
$1.73M ﹤0.01%
86,088
-4,618
2391
$1.73M ﹤0.01%
35,052
+4,751
2392
$1.72M ﹤0.01%
123,363
-8,971
2393
$1.72M ﹤0.01%
16,777
+9,153
2394
$1.72M ﹤0.01%
14,220
-1,651
2395
$1.72M ﹤0.01%
246,216
-346,146
2396
$1.72M ﹤0.01%
19,741
+7,330
2397
$1.72M ﹤0.01%
33,600
-116
2398
$1.71M ﹤0.01%
+171,101
2399
$1.71M ﹤0.01%
75,865
-35,607
2400
$1.71M ﹤0.01%
72,042
-28,575
94 95
96
97 98