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
1351
$10.7M ﹤0.01%
156,044
+59,224
1352
$10.7M ﹤0.01%
174,204
+157,271
1353
$10.6M ﹤0.01%
228,345
+26,992
1354
$10.6M ﹤0.01%
411,386
+240,370
1355
$10.6M ﹤0.01%
91,980
-38,764
1356
$10.6M ﹤0.01%
478,540
+92,252
1357
$10.6M ﹤0.01%
764,012
+49,440
1358
$10.6M ﹤0.01%
516,780
+331,597
1359
$10.6M ﹤0.01%
80,011
+2,639
1360
$10.5M ﹤0.01%
196,395
+76,272
1361
$10.5M ﹤0.01%
161,639
+9,007
1362
$10.5M ﹤0.01%
74,770
-248,705
1363
$10.5M ﹤0.01%
31,043
-6,256
1364
$10.5M ﹤0.01%
400,649
+167,958
1365
$10.4M ﹤0.01%
87,362
-17,455
1366
$10.4M ﹤0.01%
256,189
-108,375
1367
$10.4M ﹤0.01%
235,402
-204,744
1368
$10.4M ﹤0.01%
51,240
+31,772
1369
$10.4M ﹤0.01%
841,554
+667,417
1370
$10.4M ﹤0.01%
685,375
-18,186
1371
$10.3M ﹤0.01%
297,369
+12,988
1372
$10.3M ﹤0.01%
28,200
-73,283
1373
$10.3M ﹤0.01%
672,292
-4,346
1374
$10.3M ﹤0.01%
743,171
-24,184
1375
$10.3M ﹤0.01%
261,358
+61,695
53 54
55
56 57