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
2501
$2.36M ﹤0.01%
188,998
-16,258
2502
$2.36M ﹤0.01%
262,267
-33,985
2503
$2.36M ﹤0.01%
1,963
-1,144
2504
$2.35M ﹤0.01%
21,073
-18,791
2505
$2.35M ﹤0.01%
195,547
+40,525
2506
$2.35M ﹤0.01%
570,190
-342,624
2507
$2.35M ﹤0.01%
153,330
-15,959
2508
$2.35M ﹤0.01%
166,261
-5,313
2509
$2.35M ﹤0.01%
88,903
-19,640
2510
$2.35M ﹤0.01%
120,827
+23,528
2511
$2.34M ﹤0.01%
20,904
+5,196
2512
$2.34M ﹤0.01%
326,563
-181,287
2513
$2.34M ﹤0.01%
59,084
-20,054
2514
$2.34M ﹤0.01%
113,766
+19,092
2515
$2.33M ﹤0.01%
57,256
+56,295
2516
$2.33M ﹤0.01%
26,037
+2,946
2517
$2.33M ﹤0.01%
35,021
+1,742
2518
$2.33M ﹤0.01%
14,984
+4,767
2519
$2.33M ﹤0.01%
205,404
+199,582
2520
$2.33M ﹤0.01%
16,943
-24,113
2521
$2.33M ﹤0.01%
110,887
-35,266
2522
$2.32M ﹤0.01%
8,091
+2,128
2523
$2.32M ﹤0.01%
45,275
+2,137
2524
$2.32M ﹤0.01%
92,511
-2,927
2525
$2.31M ﹤0.01%
2,888
+2,739
99 100
101
102 103