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
3001
$1.24M ﹤0.01%
420,504
-81,006
3002
$1.24M ﹤0.01%
31,677
+2,897
3003
$1.24M ﹤0.01%
73,280
+11,591
3004
$1.23M ﹤0.01%
105,951
+37,483
3005
$1.23M ﹤0.01%
44,534
+37,365
3006
$1.23M ﹤0.01%
148,851
+39,643
3007
$1.23M ﹤0.01%
2,193
-595
3008
$1.23M ﹤0.01%
91,017
-36,292
3009
$1.22M ﹤0.01%
85,750
-32,260
3010
$1.22M ﹤0.01%
28,128
+14,200
3011
$1.22M ﹤0.01%
36,241
-886
3012
$1.22M ﹤0.01%
22,747
+22,443
3013
$1.22M ﹤0.01%
228,860
+3,394
3014
$1.22M ﹤0.01%
45,491
-19,930
3015
$1.22M ﹤0.01%
7,915
-7,856
3016
$1.21M ﹤0.01%
36,819
+33,011
3017
$1.21M ﹤0.01%
54,624
-5,623
3018
$1.21M ﹤0.01%
44,317
+3,406
3019
$1.21M ﹤0.01%
43,759
-8,979
3020
$1.2M ﹤0.01%
22,314
+7,147
3021
$1.2M ﹤0.01%
99,798
+22,238
3022
$1.2M ﹤0.01%
10,980
-4,812
3023
$1.19M ﹤0.01%
76,131
+376
3024
$1.19M ﹤0.01%
32,076
-49,025
3025
$1.19M ﹤0.01%
70,105
+20,861
119 120
121
122 123