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
1551
$7.64M ﹤0.01%
1,092,168
+862,621
1552
$7.64M ﹤0.01%
91,367
+9,095
1553
$7.63M ﹤0.01%
394,733
+30,224
1554
$7.61M ﹤0.01%
453,990
+347,256
1555
$7.61M ﹤0.01%
226,345
+94,740
1556
$7.6M ﹤0.01%
390,609
+50,828
1557
$7.6M ﹤0.01%
194,992
+111,483
1558
$7.59M ﹤0.01%
268,507
-5,241
1559
$7.59M ﹤0.01%
35,854
+3,149
1560
$7.58M ﹤0.01%
161,728
+17,183
1561
$7.58M ﹤0.01%
121,437
+12,976
1562
$7.54M ﹤0.01%
261,813
+16,272
1563
$7.53M ﹤0.01%
103,842
+1,078
1564
$7.53M ﹤0.01%
138,598
-83,805
1565
$7.52M ﹤0.01%
209,459
-161,199
1566
$7.51M ﹤0.01%
471,769
+5,747
1567
$7.51M ﹤0.01%
557,944
+23,690
1568
$7.51M ﹤0.01%
528,647
-639,499
1569
$7.47M ﹤0.01%
91,263
-4,961
1570
$7.47M ﹤0.01%
312,045
+162
1571
$7.45M ﹤0.01%
414,516
+71,096
1572
$7.44M ﹤0.01%
878,321
-345,427
1573
$7.44M ﹤0.01%
174,080
+50,632
1574
$7.42M ﹤0.01%
188,633
-80,065
1575
$7.4M ﹤0.01%
493,609
-233,273
61 62
63
64 65