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
1201
$13.9M ﹤0.01%
81,022
-8,195
1202
$13.8M ﹤0.01%
370,662
-126,210
1203
$13.8M ﹤0.01%
59,000
+6,582
1204
$13.8M ﹤0.01%
500,964
+160,032
1205
$13.8M ﹤0.01%
194,237
+102,539
1206
$13.8M ﹤0.01%
252,492
-39,018
1207
$13.8M ﹤0.01%
291,036
-15,201
1208
$13.7M ﹤0.01%
328,117
-24,054
1209
$13.7M ﹤0.01%
38,147
+8,984
1210
$13.7M ﹤0.01%
288,641
-40,389
1211
$13.7M ﹤0.01%
374,173
+4,899
1212
$13.7M ﹤0.01%
459,880
-10,318
1213
$13.6M ﹤0.01%
314,017
+112,443
1214
$13.6M ﹤0.01%
668,973
+19,261
1215
$13.6M ﹤0.01%
121,819
-153,137
1216
$13.5M ﹤0.01%
230,438
+24,077
1217
$13.5M ﹤0.01%
132,008
+56,470
1218
$13.4M ﹤0.01%
431,377
-122,361
1219
$13.4M ﹤0.01%
429,393
+44,427
1220
$13.4M ﹤0.01%
109,211
+47
1221
$13.4M ﹤0.01%
932,069
+17,649
1222
$13.4M ﹤0.01%
84,041
-3,336
1223
$13.3M ﹤0.01%
260,995
-91,135
1224
$13.2M ﹤0.01%
325,133
+33,827
1225
$13.2M ﹤0.01%
323,657
+114,551
47 48
49
50 51