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
2676
$1.88M ﹤0.01%
23,122
+2,315
2677
$1.86M ﹤0.01%
177,446
+132,801
2678
$1.86M ﹤0.01%
34,514
-12,783
2679
$1.86M ﹤0.01%
63,378
-25,537
2680
$1.86M ﹤0.01%
28,044
+12,395
2681
$1.85M ﹤0.01%
319,188
-57,937
2682
$1.85M ﹤0.01%
81,807
+35,269
2683
$1.85M ﹤0.01%
152,857
-4,902
2684
$1.85M ﹤0.01%
89,318
-2,271
2685
$1.84M ﹤0.01%
42,850
+378
2686
$1.83M ﹤0.01%
43,637
+16,789
2687
$1.83M ﹤0.01%
41,976
+21,000
2688
$1.83M ﹤0.01%
30,572
+22,791
2689
$1.83M ﹤0.01%
52,780
-5,963
2690
$1.83M ﹤0.01%
37,810
+4,762
2691
$1.83M ﹤0.01%
100,523
+17,079
2692
$1.83M ﹤0.01%
30,623
-41
2693
$1.82M ﹤0.01%
118,363
+773
2694
$1.82M ﹤0.01%
21,260
+19,757
2695
$1.82M ﹤0.01%
21,540
-5,643
2696
$1.82M ﹤0.01%
53,310
+39,444
2697
$1.82M ﹤0.01%
27,595
-3,089
2698
$1.82M ﹤0.01%
67,120
-11,446
2699
$1.81M ﹤0.01%
255,694
-36,536
2700
$1.81M ﹤0.01%
39,750
+38,241
106 107
108
109 110