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
2826
$1.54M ﹤0.01%
97,038
+3,123
2827
$1.54M ﹤0.01%
50,746
-3,379
2828
$1.54M ﹤0.01%
91,495
+35,792
2829
$1.53M ﹤0.01%
21,657
+4,288
2830
$1.53M ﹤0.01%
113,973
-1,212
2831
$1.53M ﹤0.01%
27,866
+927
2832
$1.53M ﹤0.01%
34,187
+4,326
2833
$1.52M ﹤0.01%
17,397
-14,934
2834
$1.52M ﹤0.01%
40,246
+4,120
2835
$1.51M ﹤0.01%
20,585
+7,129
2836
$1.51M ﹤0.01%
21,392
-12,373
2837
$1.51M ﹤0.01%
170,284
+27,106
2838
$1.51M ﹤0.01%
45,575
+13,336
2839
$1.51M ﹤0.01%
59,651
-12,411
2840
$1.51M ﹤0.01%
38,411
+22,299
2841
$1.5M ﹤0.01%
83,746
+28,165
2842
$1.5M ﹤0.01%
181,407
-116,251
2843
$1.5M ﹤0.01%
15,628
-557
2844
$1.5M ﹤0.01%
39,234
+25,062
2845
$1.5M ﹤0.01%
286,235
-47,191
2846
$1.5M ﹤0.01%
15,936
+8,714
2847
$1.5M ﹤0.01%
36,672
-147
2848
$1.49M ﹤0.01%
395,260
-108,471
2849
$1.49M ﹤0.01%
25,000
2850
$1.49M ﹤0.01%
391,455
-14,806
112 113
114
115 116