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
1851
$4.95M ﹤0.01%
507,943
-49,421
1852
$4.94M ﹤0.01%
75,087
+54,651
1853
$4.94M ﹤0.01%
939,023
+145,614
1854
$4.94M ﹤0.01%
51,815
+31,820
1855
$4.94M ﹤0.01%
105,147
+64,821
1856
$4.93M ﹤0.01%
775,567
+1,738
1857
$4.92M ﹤0.01%
103,447
+1,129
1858
$4.92M ﹤0.01%
58,071
+261
1859
$4.92M ﹤0.01%
56,181
+24,618
1860
$4.91M ﹤0.01%
555,199
+44,246
1861
$4.9M ﹤0.01%
36,941
-39,349
1862
$4.89M ﹤0.01%
23,469
-17,972
1863
$4.88M ﹤0.01%
40,790
-48,074
1864
$4.88M ﹤0.01%
31,696
+2,009
1865
$4.87M ﹤0.01%
141,856
-84,639
1866
$4.86M ﹤0.01%
502,383
-78,229
1867
$4.86M ﹤0.01%
173,658
-51,959
1868
$4.85M ﹤0.01%
78,364
+4,855
1869
$4.84M ﹤0.01%
104,377
-2,151
1870
$4.84M ﹤0.01%
71,051
-1,785
1871
$4.83M ﹤0.01%
189,973
+54,053
1872
$4.82M ﹤0.01%
273,464
-4,983
1873
$4.82M ﹤0.01%
189,742
+70,597
1874
$4.81M ﹤0.01%
267,771
-38,049
1875
$4.8M ﹤0.01%
86,511
+33,001
73 74
75
76 77