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
2926
$1.36M ﹤0.01%
19,118
+823
2927
$1.36M ﹤0.01%
22,967
-3,711
2928
$1.36M ﹤0.01%
22,429
-84,091
2929
$1.35M ﹤0.01%
117,935
+24,037
2930
$1.35M ﹤0.01%
93,623
-122,571
2931
$1.35M ﹤0.01%
6,353
-1,018
2932
$1.35M ﹤0.01%
93,837
-3,341
2933
$1.35M ﹤0.01%
167,155
-120,849
2934
$1.34M ﹤0.01%
49,054
-33,647
2935
$1.34M ﹤0.01%
91,469
+7,353
2936
$1.34M ﹤0.01%
80,201
-71,512
2937
$1.34M ﹤0.01%
19,265
-23,188
2938
$1.34M ﹤0.01%
110,486
+89,399
2939
$1.34M ﹤0.01%
37,603
-1,402
2940
$1.34M ﹤0.01%
42,868
+15,028
2941
$1.33M ﹤0.01%
232,103
+7,054
2942
$1.33M ﹤0.01%
125,994
-42,449
2943
$1.33M ﹤0.01%
9,059
+8,355
2944
$1.33M ﹤0.01%
93,464
+5,497
2945
$1.33M ﹤0.01%
358,441
-1,743,528
2946
$1.33M ﹤0.01%
104,601
+83,142
2947
$1.32M ﹤0.01%
44,697
+24,547
2948
$1.32M ﹤0.01%
78,667
+74,367
2949
$1.32M ﹤0.01%
21,594
+2,741
2950
$1.32M ﹤0.01%
877,578
-24,845
116 117
118
119 120