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
2776
$1.63M ﹤0.01%
24,788
+7,177
2777
$1.63M ﹤0.01%
28,020
+1,035
2778
$1.63M ﹤0.01%
32,932
+840
2779
$1.62M ﹤0.01%
2,525
+122
2780
$1.62M ﹤0.01%
72,337
+16,414
2781
$1.62M ﹤0.01%
54,363
-28,069
2782
$1.62M ﹤0.01%
275,432
-65,695
2783
$1.62M ﹤0.01%
50,942
-152,240
2784
$1.61M ﹤0.01%
364,281
+339,216
2785
$1.61M ﹤0.01%
17,834
-24,853
2786
$1.61M ﹤0.01%
29,265
+16,307
2787
$1.61M ﹤0.01%
6,524
+697
2788
$1.6M ﹤0.01%
140,053
+129,440
2789
$1.6M ﹤0.01%
29,361
+17,593
2790
$1.6M ﹤0.01%
41,133
-183,842
2791
$1.6M ﹤0.01%
127,508
+17,257
2792
$1.6M ﹤0.01%
167,095
+20,763
2793
$1.6M ﹤0.01%
+29,672
2794
$1.6M ﹤0.01%
85,229
-211,272
2795
$1.6M ﹤0.01%
12,079
-2,320
2796
$1.59M ﹤0.01%
34,535
+5,214
2797
$1.59M ﹤0.01%
33,223
-7,309
2798
$1.59M ﹤0.01%
+39,953
2799
$1.59M ﹤0.01%
+50,000
2800
$1.59M ﹤0.01%
32,295
+9,878
110 111
112
113 114