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
2951
$1.32M ﹤0.01%
24,325
-16,642
2952
$1.31M ﹤0.01%
102,826
-34,769
2953
$1.31M ﹤0.01%
64,933
+10,445
2954
$1.31M ﹤0.01%
25,000
2955
$1.31M ﹤0.01%
42,283
-13,044
2956
$1.31M ﹤0.01%
15,389
+12,964
2957
$1.31M ﹤0.01%
43,443
+4,435
2958
$1.31M ﹤0.01%
32,024
+14,506
2959
$1.3M ﹤0.01%
40,093
-9,932
2960
$1.3M ﹤0.01%
75,191
+24,391
2961
$1.3M ﹤0.01%
36,648
+25,103
2962
$1.3M ﹤0.01%
43,040
-105,715
2963
$1.3M ﹤0.01%
56,272
+25,249
2964
$1.3M ﹤0.01%
18,005
-13,060
2965
$1.3M ﹤0.01%
89,049
-6,460
2966
$1.3M ﹤0.01%
17,197
+5,366
2967
$1.3M ﹤0.01%
91,235
-158,747
2968
$1.3M ﹤0.01%
11,508
+10,892
2969
$1.29M ﹤0.01%
27,264
-28,618
2970
$1.29M ﹤0.01%
122,387
+97,015
2971
$1.29M ﹤0.01%
17,087
+7,924
2972
$1.29M ﹤0.01%
105,185
+30,825
2973
$1.29M ﹤0.01%
56,395
+53,928
2974
$1.28M ﹤0.01%
30,604
+7,915
2975
$1.28M ﹤0.01%
130,911
+14,999
117 118
119
120 121