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
2801
$1.59M ﹤0.01%
258,733
-17,834
2802
$1.59M ﹤0.01%
28,621
+11,701
2803
$1.58M ﹤0.01%
73,539
+24,486
2804
$1.58M ﹤0.01%
53,625
-44,611
2805
$1.58M ﹤0.01%
111,685
+3,910
2806
$1.58M ﹤0.01%
34,349
+3,839
2807
$1.58M ﹤0.01%
37,021
-18,140
2808
$1.58M ﹤0.01%
36,006
+17,951
2809
$1.58M ﹤0.01%
895,656
-6,984
2810
$1.58M ﹤0.01%
28,911
+2,435
2811
$1.58M ﹤0.01%
571,114
-294,511
2812
$1.58M ﹤0.01%
72,119
+4,519
2813
$1.57M ﹤0.01%
117,240
-2,154
2814
$1.57M ﹤0.01%
+3,086
2815
$1.57M ﹤0.01%
69,829
-49,856
2816
$1.57M ﹤0.01%
78,261
-13,853
2817
$1.57M ﹤0.01%
19,341
+17,384
2818
$1.56M ﹤0.01%
374,561
-32,332
2819
$1.56M ﹤0.01%
16,215
-7,748
2820
$1.56M ﹤0.01%
29,922
-1,150
2821
$1.55M ﹤0.01%
117,020
+37,682
2822
$1.55M ﹤0.01%
43,683
+16,973
2823
$1.55M ﹤0.01%
16,620
-3,826
2824
$1.55M ﹤0.01%
20,971
-13,559
2825
$1.55M ﹤0.01%
155,732
-888
111 112
113
114 115