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
2601
$2.09M ﹤0.01%
45,605
-7,618
2602
$2.08M ﹤0.01%
29,708
-916
2603
$2.08M ﹤0.01%
237,393
+13,383
2604
$2.08M ﹤0.01%
337,122
-21,543
2605
$2.08M ﹤0.01%
48,789
-189
2606
$2.07M ﹤0.01%
51,431
-6,614
2607
$2.07M ﹤0.01%
288,465
+72,143
2608
$2.07M ﹤0.01%
104,784
+5,414
2609
$2.07M ﹤0.01%
38,661
+8,283
2610
$2.06M ﹤0.01%
24,861
-3,818
2611
$2.06M ﹤0.01%
70,495
-6,924
2612
$2.06M ﹤0.01%
74,614
+1,074
2613
$2.05M ﹤0.01%
31,855
-497
2614
$2.04M ﹤0.01%
78,156
+24,310
2615
$2.04M ﹤0.01%
30,522
+7,876
2616
$2.04M ﹤0.01%
21,789
-6,913
2617
$2.04M ﹤0.01%
26,021
+6,104
2618
$2.03M ﹤0.01%
43,961
+9,574
2619
$2.03M ﹤0.01%
57,426
-101,109
2620
$2.03M ﹤0.01%
107,818
-15,290
2621
$2.02M ﹤0.01%
156,364
+8,101
2622
$2.02M ﹤0.01%
185,304
+48,949
2623
$2.02M ﹤0.01%
84,094
+42,236
2624
$2.02M ﹤0.01%
30,328
-15,904
2625
$2.02M ﹤0.01%
61,481
+50,834
103 104
105
106 107