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
1226
$13.2M ﹤0.01%
1,030,206
+149,827
1227
$13.2M ﹤0.01%
500,151
+216,118
1228
$13.2M ﹤0.01%
140,035
+121,454
1229
$13.2M ﹤0.01%
1,304,777
-467,409
1230
$13.1M ﹤0.01%
166,707
+48,206
1231
$13.1M ﹤0.01%
214,952
-445,188
1232
$13.1M ﹤0.01%
896,685
-496,057
1233
$13.1M ﹤0.01%
155,636
+40,448
1234
$13M ﹤0.01%
125,778
-18,234
1235
$13M ﹤0.01%
319,697
-8,973
1236
$13M ﹤0.01%
51,920
+21,304
1237
$13M ﹤0.01%
513,187
-65,227
1238
$13M ﹤0.01%
186,822
+21,963
1239
$13M ﹤0.01%
78,999
-51,249
1240
$13M ﹤0.01%
44,275
-1,457
1241
$12.9M ﹤0.01%
137,299
-18,789
1242
$12.9M ﹤0.01%
103,255
-34,938
1243
$12.9M ﹤0.01%
483,042
+26,202
1244
$12.9M ﹤0.01%
1,005,145
-54,147
1245
$12.9M ﹤0.01%
355,059
+134,832
1246
$12.9M ﹤0.01%
330,364
+73,858
1247
$12.9M ﹤0.01%
77,800
+3,123
1248
$12.9M ﹤0.01%
438,611
-5,264
1249
$12.9M ﹤0.01%
856,588
+104,966
1250
$12.9M ﹤0.01%
419,236
+13,687
48 49
50
51 52