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
2726
$1.76M ﹤0.01%
95,280
+21,606
2727
$1.75M ﹤0.01%
196,319
-34,710
2728
$1.75M ﹤0.01%
71,477
+70,431
2729
$1.75M ﹤0.01%
119,582
+114,251
2730
$1.75M ﹤0.01%
125,026
-5,233
2731
$1.75M ﹤0.01%
171,173
-16,387
2732
$1.74M ﹤0.01%
28,072
-2,791
2733
$1.74M ﹤0.01%
76,511
+4,277
2734
$1.74M ﹤0.01%
198,045
-19,232
2735
$1.74M ﹤0.01%
192,275
-122,707
2736
$1.74M ﹤0.01%
40,940
-170,463
2737
$1.73M ﹤0.01%
98,488
-306,443
2738
$1.73M ﹤0.01%
26,970
+17,662
2739
$1.73M ﹤0.01%
47,968
-23,400
2740
$1.73M ﹤0.01%
23,919
+14,675
2741
$1.73M ﹤0.01%
26,903
-500
2742
$1.73M ﹤0.01%
87,202
+73,997
2743
$1.72M ﹤0.01%
6,803
+193
2744
$1.72M ﹤0.01%
42,386
-184,708
2745
$1.72M ﹤0.01%
62,949
-20,230
2746
$1.72M ﹤0.01%
58,341
+17,348
2747
$1.71M ﹤0.01%
35,452
-63,956
2748
$1.71M ﹤0.01%
18,409
-7,925
2749
$1.71M ﹤0.01%
16,271
+9,867
2750
$1.7M ﹤0.01%
33,193
-13,755
108 109
110
111 112