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
2551
$2.24M ﹤0.01%
271,724
+260,189
2552
$2.24M ﹤0.01%
24,396
-3,772
2553
$2.23M ﹤0.01%
29,086
+11,667
2554
$2.23M ﹤0.01%
44,697
-4,138
2555
$2.23M ﹤0.01%
155,269
-28,082
2556
$2.23M ﹤0.01%
+22,544
2557
$2.23M ﹤0.01%
37,194
+3,195
2558
$2.22M ﹤0.01%
28,851
+8,348
2559
$2.22M ﹤0.01%
104,808
-19,823
2560
$2.22M ﹤0.01%
57,546
-4,059
2561
$2.22M ﹤0.01%
503,686
+43,961
2562
$2.21M ﹤0.01%
22,052
-3,576
2563
$2.21M ﹤0.01%
82,847
+34,039
2564
$2.21M ﹤0.01%
103,161
-15,742
2565
$2.21M ﹤0.01%
107,798
-58,565
2566
$2.21M ﹤0.01%
29,798
-107
2567
$2.21M ﹤0.01%
24,111
-32,952
2568
$2.19M ﹤0.01%
126,640
-22,385
2569
$2.19M ﹤0.01%
78,394
+39,065
2570
$2.19M ﹤0.01%
33,723
-8,714
2571
$2.19M ﹤0.01%
64,630
+5,545
2572
$2.19M ﹤0.01%
230,197
+2,784
2573
$2.18M ﹤0.01%
14,553
-3,024
2574
$2.18M ﹤0.01%
25,620
+770
2575
$2.17M ﹤0.01%
127,660
-375,545
101 102
103
104 105