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
3126
$1.04M ﹤0.01%
54,330
-6,750
3127
$1.04M ﹤0.01%
17,762
+2,489
3128
$1.04M ﹤0.01%
32,624
+30,356
3129
$1.03M ﹤0.01%
47,319
+429
3130
$1.03M ﹤0.01%
41,855
+127
3131
$1.03M ﹤0.01%
125,106
+8,107
3132
$1.03M ﹤0.01%
131,009
-205,332
3133
$1.03M ﹤0.01%
25,581
+1,873
3134
$1.03M ﹤0.01%
11,205
+3,854
3135
$1.03M ﹤0.01%
21,769
-1,497
3136
$1.03M ﹤0.01%
207
+52
3137
$1.02M ﹤0.01%
52,071
-24,050
3138
$1.02M ﹤0.01%
13,908
-786
3139
$1.02M ﹤0.01%
49,430
+43,966
3140
$1.02M ﹤0.01%
2,704
-267
3141
$1.02M ﹤0.01%
70,606
+70,348
3142
$1.02M ﹤0.01%
31,164
+22,560
3143
$1.02M ﹤0.01%
100,508
+28,088
3144
$1.02M ﹤0.01%
40,007
+13,306
3145
$1.02M ﹤0.01%
7,207
-582
3146
$1.02M ﹤0.01%
14,188
+4,890
3147
$1.02M ﹤0.01%
9,264
+2,415
3148
$1.02M ﹤0.01%
332,131
+104,909
3149
$1.01M ﹤0.01%
16,389
+5,950
3150
$1.01M ﹤0.01%
28,886
+19,285
124 125
126
127 128