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
1576
$7.37M ﹤0.01%
285,600
+80,311
1577
$7.36M ﹤0.01%
241,536
-68,838
1578
$7.33M ﹤0.01%
74,801
-39,045
1579
$7.33M ﹤0.01%
143,854
-147,954
1580
$7.32M ﹤0.01%
314,280
+65,588
1581
$7.31M ﹤0.01%
1,971,063
-1,443,787
1582
$7.31M ﹤0.01%
147,794
+51,439
1583
$7.31M ﹤0.01%
145,046
+26,686
1584
$7.31M ﹤0.01%
43,072
-1,400
1585
$7.29M ﹤0.01%
90,850
+18,713
1586
$7.25M ﹤0.01%
328,680
-2,979
1587
$7.24M ﹤0.01%
418,610
-3,417
1588
$7.22M ﹤0.01%
39,199
-9,756
1589
$7.18M ﹤0.01%
325,071
+36,808
1590
$7.18M ﹤0.01%
225,292
+63,603
1591
$7.15M ﹤0.01%
241,412
+66,279
1592
$7.13M ﹤0.01%
186,985
-23,495
1593
$7.12M ﹤0.01%
256,497
-4,367
1594
$7.11M ﹤0.01%
189,601
+117,133
1595
$7.11M ﹤0.01%
166,853
-5,742
1596
$7.09M ﹤0.01%
123,613
+9,177
1597
$7.08M ﹤0.01%
203,595
-16,969
1598
$7.05M ﹤0.01%
88,812
+8,216
1599
$7.02M ﹤0.01%
80,736
+10,227
1600
$7.01M ﹤0.01%
1,252,848
+408,831
62 63
64
65 66