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
2576
$2.17M ﹤0.01%
156,878
-17,175
2577
$2.16M ﹤0.01%
206,545
+10,058
2578
$2.16M ﹤0.01%
49,557
-2,468
2579
$2.15M ﹤0.01%
34,538
-52,204
2580
$2.15M ﹤0.01%
82,884
+45,079
2581
$2.13M ﹤0.01%
259,723
-68,101
2582
$2.13M ﹤0.01%
59,353
+40,404
2583
$2.13M ﹤0.01%
86,278
+1,245
2584
$2.13M ﹤0.01%
122,686
-39,483
2585
$2.12M ﹤0.01%
96,830
+18,688
2586
$2.12M ﹤0.01%
45,271
-7,690
2587
$2.12M ﹤0.01%
168,886
+128,027
2588
$2.12M ﹤0.01%
160,183
+15,097
2589
$2.12M ﹤0.01%
211,691
+2,678
2590
$2.11M ﹤0.01%
44,919
+3,728
2591
$2.11M ﹤0.01%
131,668
+2,596
2592
$2.11M ﹤0.01%
112,064
+97,734
2593
$2.11M ﹤0.01%
118,370
+12,590
2594
$2.1M ﹤0.01%
13,914
-5,317
2595
$2.1M ﹤0.01%
266,577
-28,739
2596
$2.1M ﹤0.01%
71,638
+14,196
2597
$2.1M ﹤0.01%
127,654
-249,593
2598
$2.1M ﹤0.01%
8,231
+34
2599
$2.1M ﹤0.01%
110,115
+17,991
2600
$2.09M ﹤0.01%
20,270
+7,618
102 103
104
105 106