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
3076
$1.11M ﹤0.01%
31,030
-21,840
3077
$1.11M ﹤0.01%
31,763
+2,648
3078
$1.11M ﹤0.01%
14,944
+2,117
3079
$1.11M ﹤0.01%
81,244
+4,956
3080
$1.1M ﹤0.01%
23,222
+3,238
3081
$1.1M ﹤0.01%
25,560
+604
3082
$1.1M ﹤0.01%
28,837
+11,595
3083
$1.1M ﹤0.01%
329,591
+53,741
3084
$1.1M ﹤0.01%
5,073
+1,416
3085
$1.1M ﹤0.01%
39,485
+22,125
3086
$1.09M ﹤0.01%
109,412
-21,043
3087
$1.09M ﹤0.01%
22,756
-5,971
3088
$1.09M ﹤0.01%
21,810
+704
3089
$1.09M ﹤0.01%
75,070
-1,335
3090
$1.09M ﹤0.01%
105,325
-34,231
3091
$1.09M ﹤0.01%
16,374
-17,642
3092
$1.09M ﹤0.01%
176,365
-74,553
3093
$1.09M ﹤0.01%
34,260
-2,087
3094
$1.08M ﹤0.01%
2,936
+280
3095
$1.08M ﹤0.01%
146,041
+139
3096
$1.08M ﹤0.01%
53,205
+23,609
3097
$1.08M ﹤0.01%
128,965
-10,992
3098
$1.08M ﹤0.01%
31,236
+20,380
3099
$1.08M ﹤0.01%
102,124
-13,743
3100
$1.08M ﹤0.01%
40,754
+18,562
122 123
124
125 126