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
2401
$1.7M ﹤0.01%
103,700
-24,327
2402
$1.7M ﹤0.01%
295,961
-329
2403
$1.7M ﹤0.01%
29,985
+1,060
2404
$1.7M ﹤0.01%
79,884
+321
2405
$1.7M ﹤0.01%
126,377
+9,559
2406
$1.7M ﹤0.01%
58,868
-82,043
2407
$1.69M ﹤0.01%
71,450
-33,536
2408
$1.69M ﹤0.01%
29,876
-5,720
2409
$1.69M ﹤0.01%
61,500
+11,626
2410
$1.69M ﹤0.01%
2,650
-57
2411
$1.68M ﹤0.01%
114,379
-10,941
2412
$1.68M ﹤0.01%
33,910
-6,090
2413
$1.68M ﹤0.01%
10,334
-5,477
2414
$1.68M ﹤0.01%
42,116
-95,195
2415
$1.68M ﹤0.01%
33,070
-3,121
2416
$1.67M ﹤0.01%
28,500
-4,029
2417
$1.67M ﹤0.01%
130,527
-26,892
2418
$1.67M ﹤0.01%
14,350
+3,014
2419
$1.67M ﹤0.01%
235,952
-115,663
2420
$1.67M ﹤0.01%
53,710
-97,157
2421
$1.67M ﹤0.01%
92,854
+60,333
2422
$1.66M ﹤0.01%
159,489
-5,008
2423
$1.66M ﹤0.01%
32,878
-2,310
2424
$1.66M ﹤0.01%
118,334
-26,519
2425
$1.66M ﹤0.01%
93,410
-9,476
95 96
97
98 99