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
3151
$1.01M ﹤0.01%
90,571
+70,456
3152
$1.01M ﹤0.01%
13,603
+7,306
3153
$1.01M ﹤0.01%
86,471
-12,397
3154
$1.01M ﹤0.01%
16,796
-1,651
3155
$1.01M ﹤0.01%
16,471
+14,151
3156
$1.01M ﹤0.01%
145,380
-22,896
3157
$1.01M ﹤0.01%
80,819
+6,666
3158
$1.01M ﹤0.01%
22,707
-14,724
3159
$1.01M ﹤0.01%
+35,875
3160
$1.01M ﹤0.01%
10,913
+50
3161
$1M ﹤0.01%
22,876
+17,100
3162
$1M ﹤0.01%
26,797
-1,556
3163
$1M ﹤0.01%
23,173
+20,495
3164
$1M ﹤0.01%
24,350
+7,700
3165
$1M ﹤0.01%
152,761
+30,254
3166
$996K ﹤0.01%
56,176
+42,786
3167
$995K ﹤0.01%
15,758
+5,750
3168
$994K ﹤0.01%
20,488
-38,455
3169
$993K ﹤0.01%
8,276
-90
3170
$993K ﹤0.01%
11,477
-10,390
3171
$992K ﹤0.01%
17,905
-39,468
3172
$987K ﹤0.01%
21,687
-3,223
3173
$987K ﹤0.01%
68,703
+3,553
3174
$986K ﹤0.01%
66,649
-1,626
3175
$986K ﹤0.01%
18,870
+13,085
125 126
127
128 129