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
2851
$1.49M ﹤0.01%
32,868
-3,077
2852
$1.49M ﹤0.01%
140,230
-116,777
2853
$1.49M ﹤0.01%
85,368
+26,655
2854
$1.49M ﹤0.01%
159,457
-78,627
2855
$1.49M ﹤0.01%
33,768
+2,560
2856
$1.48M ﹤0.01%
523,780
-3,799,756
2857
$1.48M ﹤0.01%
96,105
+9,781
2858
$1.48M ﹤0.01%
38,456
+2,239
2859
$1.48M ﹤0.01%
155,410
+27,227
2860
$1.47M ﹤0.01%
58,103
+5,274
2861
$1.47M ﹤0.01%
18,663
-1,157
2862
$1.47M ﹤0.01%
25,000
2863
$1.47M ﹤0.01%
22,958
+36
2864
$1.47M ﹤0.01%
53,359
-25,812
2865
$1.47M ﹤0.01%
96,013
+54,537
2866
$1.47M ﹤0.01%
68,418
+12,786
2867
$1.47M ﹤0.01%
102,229
+24,282
2868
$1.46M ﹤0.01%
+35,347
2869
$1.46M ﹤0.01%
150,437
-4,425
2870
$1.46M ﹤0.01%
57,710
+45,263
2871
$1.46M ﹤0.01%
24,097
-81,924
2872
$1.46M ﹤0.01%
100,041
-89,641
2873
$1.46M ﹤0.01%
34,449
+1,240
2874
$1.46M ﹤0.01%
42,133
-9,723
2875
$1.46M ﹤0.01%
309,579
+14,042
113 114
115
116 117