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
2751
$1.7M ﹤0.01%
5,639
+5,507
2752
$1.7M ﹤0.01%
135,798
+77,147
2753
$1.7M ﹤0.01%
11,604
-3,837
2754
$1.69M ﹤0.01%
24,130
+4,578
2755
$1.69M ﹤0.01%
78,458
+29,004
2756
$1.69M ﹤0.01%
24,087
+2,783
2757
$1.69M ﹤0.01%
49,958
+12,221
2758
$1.69M ﹤0.01%
324,668
-26,399
2759
$1.68M ﹤0.01%
20,207
+9,906
2760
$1.68M ﹤0.01%
113,593
+16,454
2761
$1.67M ﹤0.01%
38,450
-12,281
2762
$1.67M ﹤0.01%
72,262
+54,709
2763
$1.67M ﹤0.01%
25,493
+757
2764
$1.67M ﹤0.01%
192,590
-35,375
2765
$1.66M ﹤0.01%
35,678
+8,160
2766
$1.66M ﹤0.01%
114,531
+8,349
2767
$1.65M ﹤0.01%
388,206
+22,150
2768
$1.65M ﹤0.01%
91,581
-34,339
2769
$1.64M ﹤0.01%
200,830
+53
2770
$1.64M ﹤0.01%
22,395
-22,915
2771
$1.63M ﹤0.01%
120,378
-7,555
2772
$1.63M ﹤0.01%
52,094
-225,802
2773
$1.63M ﹤0.01%
56,397
+1,561
2774
$1.63M ﹤0.01%
+22,721
2775
$1.63M ﹤0.01%
68,926
+7,792
109 110
111
112 113