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
$215B
AUM Growth
+$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,086
New
Increased
Reduced
Closed

Top Buys

1
+$449M
2
+$367M
3
+$357M
4
WORK
Slack Technologies, Inc.
WORK
+$313M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$274M

Top Sells

1
+$2.04B
2
+$1.37B
3
+$1.26B
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.19B
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.02B

Sector Composition

1 Technology 15.02%
2 Financials 9.08%
3 Consumer Discretionary 8.56%
4 Healthcare 7.93%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2.42M ﹤0.01%
69,790
+17,762
2477
$2.42M ﹤0.01%
95,113
+24,632
2478
$2.42M ﹤0.01%
71,796
+40,638
2479
$2.42M ﹤0.01%
49,803
+13,200
2480
$2.42M ﹤0.01%
42,717
+13,558
2481
$2.41M ﹤0.01%
53,869
+45,836
2482
$2.41M ﹤0.01%
204,267
-2,258
2483
$2.41M ﹤0.01%
47,177
+36,912
2484
$2.4M ﹤0.01%
70,228
+3,327
2485
$2.4M ﹤0.01%
25,837
-38,532
2486
$2.4M ﹤0.01%
19,582
+10,860
2487
$2.4M ﹤0.01%
144,688
-4,149
2488
$2.4M ﹤0.01%
188,259
-78,952
2489
$2.39M ﹤0.01%
38,928
+5,991
2490
$2.39M ﹤0.01%
65,451
+32,980
2491
$2.39M ﹤0.01%
39,403
-30,971
2492
$2.39M ﹤0.01%
152,684
+13,108
2493
$2.39M ﹤0.01%
55,668
-17,672
2494
$2.38M ﹤0.01%
40,064
+1,126
2495
$2.38M ﹤0.01%
1,029,593
+579,322
2496
$2.38M ﹤0.01%
66,203
-42,651
2497
$2.37M ﹤0.01%
96,377
+6,564
2498
$2.37M ﹤0.01%
55,424
+7,026
2499
$2.37M ﹤0.01%
47,066
-4,512
2500
$2.36M ﹤0.01%
155,161
+75,821
98 99
100
101 102