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
2451
$1.6M ﹤0.01%
21,023
-3,021
2452
$1.6M ﹤0.01%
87,980
-1,201
2453
$1.6M ﹤0.01%
41,392
-6,373
2454
$1.6M ﹤0.01%
19,766
-8,004
2455
$1.6M ﹤0.01%
167,320
+54,165
2456
$1.6M ﹤0.01%
53,898
+17,746
2457
$1.6M ﹤0.01%
61,578
-1,519
2458
$1.6M ﹤0.01%
54,039
+6,386
2459
$1.6M ﹤0.01%
68,920
-646
2460
$1.6M ﹤0.01%
131,067
+23,042
2461
$1.59M ﹤0.01%
136,500
-5,243
2462
$1.59M ﹤0.01%
520,793
+179,148
2463
$1.59M ﹤0.01%
110,807
+1,312
2464
$1.59M ﹤0.01%
22,367
-2,103
2465
$1.59M ﹤0.01%
137,760
+42,821
2466
$1.59M ﹤0.01%
65,222
-32,678
2467
$1.59M ﹤0.01%
13,915
-9,056
2468
$1.58M ﹤0.01%
175,937
-1,194,681
2469
$1.58M ﹤0.01%
43,064
-4,391
2470
$1.58M ﹤0.01%
19,577
-474
2471
$1.58M ﹤0.01%
455,097
+450,316
2472
$1.58M ﹤0.01%
48,393
+21,198
2473
$1.58M ﹤0.01%
181,020
-2,250
2474
$1.58M ﹤0.01%
141,587
-41,733
2475
$1.57M ﹤0.01%
23,002
-12,605
97 98
99
100 101