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
3051
$1.14M ﹤0.01%
45,929
+11,829
3052
$1.14M ﹤0.01%
4,556
-2,180
3053
$1.14M ﹤0.01%
36,610
+9,674
3054
$1.14M ﹤0.01%
42,003
-9,013
3055
$1.14M ﹤0.01%
66,255
-19,524
3056
$1.14M ﹤0.01%
23,299
+11,401
3057
$1.14M ﹤0.01%
24,867
+1,046
3058
$1.13M ﹤0.01%
29,094
+19,035
3059
$1.13M ﹤0.01%
94,895
-63,133
3060
$1.13M ﹤0.01%
294,993
+69,935
3061
$1.13M ﹤0.01%
126,736
-31,095
3062
$1.13M ﹤0.01%
56,961
-2,126
3063
$1.13M ﹤0.01%
232,406
-2,742
3064
$1.13M ﹤0.01%
35,757
+32,946
3065
$1.13M ﹤0.01%
75,856
+33,169
3066
$1.13M ﹤0.01%
17,279
+7,350
3067
$1.12M ﹤0.01%
17,525
-1,864
3068
$1.12M ﹤0.01%
51,005
+6,693
3069
$1.12M ﹤0.01%
50,312
-26,720
3070
$1.12M ﹤0.01%
62,695
-10,291
3071
$1.11M ﹤0.01%
33,713
+33,433
3072
$1.11M ﹤0.01%
138,566
-13,332
3073
$1.11M ﹤0.01%
13,184
-1,179
3074
$1.11M ﹤0.01%
13,666
-1,615
3075
$1.11M ﹤0.01%
113,689
-11,636
121 122
123
124 125