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
3101
$1.08M ﹤0.01%
31,550
-5,538
3102
$1.07M ﹤0.01%
40,948
-1,052
3103
$1.07M ﹤0.01%
223,173
-39,635
3104
$1.07M ﹤0.01%
9,898
+4,387
3105
$1.07M ﹤0.01%
+40,831
3106
$1.07M ﹤0.01%
26,652
-13,815
3107
$1.07M ﹤0.01%
22,473
+14,272
3108
$1.06M ﹤0.01%
4,586
-8,989
3109
$1.06M ﹤0.01%
33,924
-2,935,787
3110
$1.06M ﹤0.01%
23,939
-2,545
3111
$1.06M ﹤0.01%
32,277
-1,964
3112
$1.06M ﹤0.01%
18,259
+7,094
3113
$1.06M ﹤0.01%
72,232
-131
3114
$1.06M ﹤0.01%
28,234
+11,598
3115
$1.06M ﹤0.01%
168,181
-51,344
3116
$1.06M ﹤0.01%
483,038
+118,434
3117
$1.06M ﹤0.01%
136,619
-123,094
3118
$1.06M ﹤0.01%
1,633,340
-134,649
3119
$1.06M ﹤0.01%
85,268
+33,640
3120
$1.05M ﹤0.01%
105,154
-813
3121
$1.05M ﹤0.01%
26,129
+4,892
3122
$1.05M ﹤0.01%
48,148
-160
3123
$1.05M ﹤0.01%
71,906
+7,370
3124
$1.04M ﹤0.01%
65,451
-17,654
3125
$1.04M ﹤0.01%
32,000
123 124
125
126 127