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
1251
$12.8M ﹤0.01%
620,096
+483,347
1252
$12.8M ﹤0.01%
238,407
+4,651
1253
$12.8M ﹤0.01%
2,184,833
+203,598
1254
$12.8M ﹤0.01%
634,685
+18,635
1255
$12.7M ﹤0.01%
361,497
+19,808
1256
$12.7M ﹤0.01%
227,274
-187,378
1257
$12.7M ﹤0.01%
272,796
-18,622
1258
$12.7M ﹤0.01%
23,871
-42,234
1259
$12.7M ﹤0.01%
242,701
+85,900
1260
$12.7M ﹤0.01%
134,054
+28,091
1261
$12.6M ﹤0.01%
338,274
+65,768
1262
$12.5M ﹤0.01%
490,741
+30,322
1263
$12.5M ﹤0.01%
272,689
+81,602
1264
$12.5M ﹤0.01%
1,574,493
-251,776
1265
$12.5M ﹤0.01%
129,836
-8,822
1266
$12.5M ﹤0.01%
739,752
-131,859
1267
$12.4M ﹤0.01%
221,796
+164
1268
$12.4M ﹤0.01%
102,170
-21,499
1269
$12.4M ﹤0.01%
487,128
+22,876
1270
$12.4M ﹤0.01%
138,360
+21,439
1271
$12.3M ﹤0.01%
427,656
-9,066
1272
$12.3M ﹤0.01%
162,117
-157,894
1273
$12.3M ﹤0.01%
180,754
+10,621
1274
$12.2M ﹤0.01%
634,595
+110,158
1275
$12.2M ﹤0.01%
71,750
+4,895
49 50
51
52 53