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
2976
$1.28M ﹤0.01%
40,276
+13,038
2977
$1.28M ﹤0.01%
58,408
-21,049
2978
$1.28M ﹤0.01%
28,088
+10,229
2979
$1.28M ﹤0.01%
147,374
+32,312
2980
$1.27M ﹤0.01%
33,290
-19,643
2981
$1.27M ﹤0.01%
42,541
+22,450
2982
$1.27M ﹤0.01%
39,202
-110,831
2983
$1.27M ﹤0.01%
143,156
+536
2984
$1.27M ﹤0.01%
8,000
+1,712
2985
$1.27M ﹤0.01%
264,033
+9,035
2986
$1.26M ﹤0.01%
22,215
+20,613
2987
$1.26M ﹤0.01%
41,873
-1,081
2988
$1.26M ﹤0.01%
26,806
+3,984
2989
$1.26M ﹤0.01%
42,167
+11,101
2990
$1.26M ﹤0.01%
30,459
+1,096
2991
$1.26M ﹤0.01%
107,113
-1,295,109
2992
$1.25M ﹤0.01%
21,197
+3,983
2993
$1.25M ﹤0.01%
51,140
-28,216
2994
$1.25M ﹤0.01%
21,807
+2,323
2995
$1.24M ﹤0.01%
+48,869
2996
$1.24M ﹤0.01%
20,880
+17,187
2997
$1.24M ﹤0.01%
33,203
-188
2998
$1.24M ﹤0.01%
113,567
+14,646
2999
$1.24M ﹤0.01%
42,729
-7,194
3000
$1.24M ﹤0.01%
49,899
-32,425
118 119
120
121 122