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
1526
$7.93M ﹤0.01%
271,873
-65,965
1527
$7.92M ﹤0.01%
1,275,881
-134,922
1528
$7.91M ﹤0.01%
91,955
+48,552
1529
$7.91M ﹤0.01%
725,170
-146,662
1530
$7.89M ﹤0.01%
114,922
+1,044
1531
$7.87M ﹤0.01%
83,797
+58,768
1532
$7.86M ﹤0.01%
213,560
-9,702
1533
$7.84M ﹤0.01%
279,189
+94,001
1534
$7.83M ﹤0.01%
132,492
+19,610
1535
$7.79M ﹤0.01%
588,974
+60,818
1536
$7.77M ﹤0.01%
50,254
+5,281
1537
$7.76M ﹤0.01%
243,437
-53,579
1538
$7.75M ﹤0.01%
302,066
-249,719
1539
$7.74M ﹤0.01%
300,334
-33,879
1540
$7.74M ﹤0.01%
56,723
+17,005
1541
$7.72M ﹤0.01%
34,486
+5,979
1542
$7.71M ﹤0.01%
47,195
+1,061
1543
$7.71M ﹤0.01%
31,385
-490
1544
$7.7M ﹤0.01%
54,615
+92
1545
$7.7M ﹤0.01%
382,822
-46,183
1546
$7.68M ﹤0.01%
202,714
+19,791
1547
$7.67M ﹤0.01%
536,219
+4,424
1548
$7.66M ﹤0.01%
271,210
-46,421
1549
$7.66M ﹤0.01%
292,476
-1,657
1550
$7.64M ﹤0.01%
80,727
+2,526
60 61
62
63 64