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
1276
$12.2M ﹤0.01%
123,037
-272,764
1277
$12.2M ﹤0.01%
248,425
-52,508
1278
$12.2M ﹤0.01%
1,509,577
+396,616
1279
$12.2M ﹤0.01%
297,014
-84,820
1280
$12.2M ﹤0.01%
443,890
-2,104,469
1281
$12.1M ﹤0.01%
375,608
-115,141
1282
$12.1M ﹤0.01%
932,012
-128,138
1283
$12.1M ﹤0.01%
11,688
-4,706
1284
$12.1M ﹤0.01%
192,059
+3,427
1285
$12.1M ﹤0.01%
78,598
+73,012
1286
$12.1M ﹤0.01%
538,739
+22,394
1287
$12.1M ﹤0.01%
691,727
+142,683
1288
$12M ﹤0.01%
55,369
-45,080
1289
$12M ﹤0.01%
227,944
+13,012
1290
$12M ﹤0.01%
135,280
+33,935
1291
$12M ﹤0.01%
250,384
+197,634
1292
$12M ﹤0.01%
370,614
+26,027
1293
$12M ﹤0.01%
92,077
-2,524
1294
$11.9M ﹤0.01%
95,582
-47,238
1295
$11.9M ﹤0.01%
432,563
-7,651
1296
$11.9M ﹤0.01%
351,560
-14,243
1297
$11.9M ﹤0.01%
466,760
-62,826
1298
$11.9M ﹤0.01%
228,080
+85,518
1299
$11.8M ﹤0.01%
212,589
+100,101
1300
$11.8M ﹤0.01%
825,777
-61,366
50 51
52
53 54