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
2876
$1.45M ﹤0.01%
38,816
-6,953
2877
$1.45M ﹤0.01%
113,924
+35,977
2878
$1.45M ﹤0.01%
101,983
+101,733
2879
$1.45M ﹤0.01%
95,801
-22,429
2880
$1.45M ﹤0.01%
29,796
+12,812
2881
$1.45M ﹤0.01%
76,069
-68,135
2882
$1.44M ﹤0.01%
+33,484
2883
$1.44M ﹤0.01%
33,134
+26,485
2884
$1.44M ﹤0.01%
259
+15
2885
$1.44M ﹤0.01%
96,925
-36,532
2886
$1.44M ﹤0.01%
41,015
+22,564
2887
$1.44M ﹤0.01%
14,263
+878
2888
$1.44M ﹤0.01%
110,966
+92,354
2889
$1.44M ﹤0.01%
35,313
+10,643
2890
$1.43M ﹤0.01%
79,081
+14,228
2891
$1.43M ﹤0.01%
38,624
+800
2892
$1.43M ﹤0.01%
27,450
+26,830
2893
$1.43M ﹤0.01%
20,243
+17,323
2894
$1.43M ﹤0.01%
39,387
+221
2895
$1.43M ﹤0.01%
34,762
-2,454
2896
$1.43M ﹤0.01%
16,051
+6,599
2897
$1.42M ﹤0.01%
96,231
+18,726
2898
$1.42M ﹤0.01%
42,022
+29,495
2899
$1.42M ﹤0.01%
43,387
+13,974
2900
$1.42M ﹤0.01%
17,027
-8,572
114 115
116
117 118