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
2651
$1.93M ﹤0.01%
60,001
-7,227
2652
$1.93M ﹤0.01%
146,744
-3,675
2653
$1.93M ﹤0.01%
47,709
-1,590
2654
$1.93M ﹤0.01%
26,712
-88
2655
$1.93M ﹤0.01%
44,281
+12,739
2656
$1.92M ﹤0.01%
15,278
-3,020
2657
$1.92M ﹤0.01%
160,811
+36,982
2658
$1.92M ﹤0.01%
102,701
-17,547
2659
$1.92M ﹤0.01%
51,661
+2,782
2660
$1.92M ﹤0.01%
37,247
+4,261
2661
$1.92M ﹤0.01%
49,950
+40,941
2662
$1.92M ﹤0.01%
51,353
-17,733
2663
$1.91M ﹤0.01%
81,721
+24,861
2664
$1.91M ﹤0.01%
14,882
+9,412
2665
$1.91M ﹤0.01%
36,847
+32,839
2666
$1.91M ﹤0.01%
38,364
+36,964
2667
$1.91M ﹤0.01%
182,371
-15,139
2668
$1.9M ﹤0.01%
128,481
-43,312
2669
$1.9M ﹤0.01%
60,927
-21,913
2670
$1.9M ﹤0.01%
618,243
+90,200
2671
$1.9M ﹤0.01%
56,072
-14,162
2672
$1.89M ﹤0.01%
32,374
+17,174
2673
$1.89M ﹤0.01%
128,817
+42,581
2674
$1.88M ﹤0.01%
67,485
+60,828
2675
$1.88M ﹤0.01%
49,901
-2,198
105 106
107
108 109