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
1301
$11.8M ﹤0.01%
920,339
+122,499
1302
$11.8M ﹤0.01%
175,990
+22,118
1303
$11.7M ﹤0.01%
518,575
+68,659
1304
$11.7M ﹤0.01%
200,843
-10,040
1305
$11.7M ﹤0.01%
232,396
+110,340
1306
$11.7M ﹤0.01%
117,002
-7,458
1307
$11.6M ﹤0.01%
233,508
+24,930
1308
$11.6M ﹤0.01%
336,856
+115,607
1309
$11.6M ﹤0.01%
267,358
-224,003
1310
$11.6M ﹤0.01%
145,977
+70,942
1311
$11.6M ﹤0.01%
299,813
+2,676
1312
$11.6M ﹤0.01%
98,704
+5,540
1313
$11.6M ﹤0.01%
573,985
+298,686
1314
$11.6M ﹤0.01%
19,860
-16,417
1315
$11.5M ﹤0.01%
762,801
+278,673
1316
$11.5M ﹤0.01%
96,960
+34,495
1317
$11.5M ﹤0.01%
296,050
+103,870
1318
$11.5M ﹤0.01%
43,949
+11,224
1319
$11.4M ﹤0.01%
145,055
-20,497
1320
$11.4M ﹤0.01%
130,088
+45,648
1321
$11.4M ﹤0.01%
376,525
-18,120
1322
$11.4M ﹤0.01%
121,069
+40,873
1323
$11.3M ﹤0.01%
33,897
-14,386
1324
$11.3M ﹤0.01%
96,285
+1,736
1325
$11.2M ﹤0.01%
87,787
+2,847
51 52
53
54 55