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
2901
$1.42M ﹤0.01%
44,088
+12,398
2902
$1.42M ﹤0.01%
121,366
+90,966
2903
$1.41M ﹤0.01%
79,454
+3,263
2904
$1.41M ﹤0.01%
74,296
+20,363
2905
$1.4M ﹤0.01%
19,886
+3,712
2906
$1.4M ﹤0.01%
71,242
+33,024
2907
$1.4M ﹤0.01%
90,170
+8,101
2908
$1.4M ﹤0.01%
24,353
-9,103
2909
$1.4M ﹤0.01%
63,162
-6,817
2910
$1.4M ﹤0.01%
62,277
-38,235
2911
$1.39M ﹤0.01%
10,082
-5,693
2912
$1.39M ﹤0.01%
26,021
-5,024
2913
$1.38M ﹤0.01%
66,199
-3,534
2914
$1.38M ﹤0.01%
38,014
+1,070
2915
$1.38M ﹤0.01%
26,710
-56,261
2916
$1.38M ﹤0.01%
36,635
+7,384
2917
$1.38M ﹤0.01%
27,622
-917
2918
$1.38M ﹤0.01%
53,595
+21,681
2919
$1.37M ﹤0.01%
53,189
+21,117
2920
$1.37M ﹤0.01%
30,330
+19,830
2921
$1.37M ﹤0.01%
39,324
+14,183
2922
$1.37M ﹤0.01%
28,658
-7,850
2923
$1.36M ﹤0.01%
+90,550
2924
$1.36M ﹤0.01%
130,297
-1,651
2925
$1.36M ﹤0.01%
47,994
-511
115 116
117
118 119