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
3026
$1.19M ﹤0.01%
177,198
+169,873
3027
$1.19M ﹤0.01%
108,076
+1,991
3028
$1.18M ﹤0.01%
27,937
+4,029
3029
$1.18M ﹤0.01%
26,034
-62,188
3030
$1.18M ﹤0.01%
42,000
-8,205
3031
$1.18M ﹤0.01%
5,822
+628
3032
$1.18M ﹤0.01%
66,459
+11,825
3033
$1.18M ﹤0.01%
28,889
+4,366
3034
$1.18M ﹤0.01%
173,033
-90,922
3035
$1.18M ﹤0.01%
90,283
-7,778
3036
$1.18M ﹤0.01%
94,947
+22,853
3037
$1.17M ﹤0.01%
9,574
-16,729
3038
$1.16M ﹤0.01%
23,309
+573
3039
$1.16M ﹤0.01%
25,225
+5,980
3040
$1.16M ﹤0.01%
17,438
-1,935
3041
$1.16M ﹤0.01%
25,176
-1,890
3042
$1.16M ﹤0.01%
33,853
+33,556
3043
$1.16M ﹤0.01%
166,931
-284,027
3044
$1.15M ﹤0.01%
112,574
-36,333
3045
$1.15M ﹤0.01%
48,990
+13,141
3046
$1.15M ﹤0.01%
100,835
-7,238
3047
$1.15M ﹤0.01%
66,249
-2,617
3048
$1.15M ﹤0.01%
32,448
-1,458
3049
$1.14M ﹤0.01%
126,863
-52,101
3050
$1.14M ﹤0.01%
15,350
+5,159
120 121
122
123 124