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
2701
$1.81M ﹤0.01%
68,166
+67,446
2702
$1.81M ﹤0.01%
9,558
+5,630
2703
$1.8M ﹤0.01%
44,711
-33,608
2704
$1.8M ﹤0.01%
153,285
+13,351
2705
$1.8M ﹤0.01%
260,951
-75,780
2706
$1.8M ﹤0.01%
109,902
-621
2707
$1.79M ﹤0.01%
17,286
-33,097
2708
$1.79M ﹤0.01%
22,523
+50
2709
$1.79M ﹤0.01%
126,631
+6,437
2710
$1.78M ﹤0.01%
350,649
+52,331
2711
$1.78M ﹤0.01%
166,848
-3,697
2712
$1.78M ﹤0.01%
40,481
+14,384
2713
$1.78M ﹤0.01%
6,500
+3,846
2714
$1.78M ﹤0.01%
123,333
-76,666
2715
$1.78M ﹤0.01%
54,892
+28,138
2716
$1.78M ﹤0.01%
21,756
+17,295
2717
$1.77M ﹤0.01%
21,634
+3,561
2718
$1.77M ﹤0.01%
124,866
-60,218
2719
$1.76M ﹤0.01%
22,844
+3,634
2720
$1.76M ﹤0.01%
23,437
+1,601
2721
$1.76M ﹤0.01%
40,821
-1,451
2722
$1.76M ﹤0.01%
733,213
-758,036
2723
$1.76M ﹤0.01%
50,431
-23,576
2724
$1.76M ﹤0.01%
74,983
-1,208
2725
$1.76M ﹤0.01%
44,657
+21,144
107 108
109
110 111