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
2526
$2.31M ﹤0.01%
48,055
-3,640
2527
$2.31M ﹤0.01%
91,583
-3,020
2528
$2.31M ﹤0.01%
99,361
+9,552
2529
$2.31M ﹤0.01%
198,976
-1,483
2530
$2.31M ﹤0.01%
97,286
-5,003
2531
$2.31M ﹤0.01%
59,176
-8,231
2532
$2.31M ﹤0.01%
47,961
+14,642
2533
$2.31M ﹤0.01%
51,872
+2,780
2534
$2.3M ﹤0.01%
68,629
+349
2535
$2.29M ﹤0.01%
223,935
+21,247
2536
$2.29M ﹤0.01%
73,170
+55,953
2537
$2.29M ﹤0.01%
37,114
-231,461
2538
$2.28M ﹤0.01%
133,206
+5,422
2539
$2.28M ﹤0.01%
11,088
-50,107
2540
$2.28M ﹤0.01%
132,274
-20,915
2541
$2.28M ﹤0.01%
88,979
-136,712
2542
$2.28M ﹤0.01%
40,700
+3,135
2543
$2.28M ﹤0.01%
125,802
+62,710
2544
$2.27M ﹤0.01%
78,719
-37,938
2545
$2.27M ﹤0.01%
49,235
+48,396
2546
$2.27M ﹤0.01%
101,515
-756
2547
$2.26M ﹤0.01%
115,823
-26,270
2548
$2.26M ﹤0.01%
121,418
-37,529
2549
$2.26M ﹤0.01%
37,201
+17,919
2550
$2.25M ﹤0.01%
15,556
-768
100 101
102
103 104