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
2426
$1.66M ﹤0.01%
54,465
+16,916
2427
$1.66M ﹤0.01%
7,400
-22,850
2428
$1.66M ﹤0.01%
26,195
+1,640
2429
$1.65M ﹤0.01%
101,782
-20,620
2430
$1.65M ﹤0.01%
88,026
+9,568
2431
$1.65M ﹤0.01%
85,754
+3,655
2432
$1.65M ﹤0.01%
40,387
+32,596
2433
$1.64M ﹤0.01%
130,690
+113,292
2434
$1.64M ﹤0.01%
151,809
+68,415
2435
$1.64M ﹤0.01%
206,554
+12,098
2436
$1.64M ﹤0.01%
35,694
-7,912
2437
$1.64M ﹤0.01%
46,287
+1,354
2438
$1.63M ﹤0.01%
401,167
-371,487
2439
$1.63M ﹤0.01%
56,732
+18,183
2440
$1.63M ﹤0.01%
108,263
+16,668
2441
$1.62M ﹤0.01%
68,425
-23,437
2442
$1.62M ﹤0.01%
13,998
+2,886
2443
$1.62M ﹤0.01%
90,025
+10,867
2444
$1.62M ﹤0.01%
45,850
-39,782
2445
$1.61M ﹤0.01%
20,583
+2,280
2446
$1.61M ﹤0.01%
396,247
-18,565
2447
$1.61M ﹤0.01%
19,315
-18,032
2448
$1.61M ﹤0.01%
341
+273
2449
$1.61M ﹤0.01%
173,925
+29,607
2450
$1.61M ﹤0.01%
118,807
+54,156
96 97
98
99 100