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
1876
$4.8M ﹤0.01%
74,483
-57,728
1877
$4.78M ﹤0.01%
70,057
+21,376
1878
$4.77M ﹤0.01%
230,482
+71,984
1879
$4.77M ﹤0.01%
90,369
+35,263
1880
$4.77M ﹤0.01%
618,146
+341,226
1881
$4.75M ﹤0.01%
72,899
-25,381
1882
$4.75M ﹤0.01%
143,504
-106,410
1883
$4.75M ﹤0.01%
299,349
-87,698
1884
$4.75M ﹤0.01%
27,217
+5,696
1885
$4.75M ﹤0.01%
249,379
+555
1886
$4.74M ﹤0.01%
59,708
-12,794
1887
$4.74M ﹤0.01%
74,350
-9,896
1888
$4.73M ﹤0.01%
371,820
+193,665
1889
$4.72M ﹤0.01%
373,216
-135,176
1890
$4.72M ﹤0.01%
260,109
+235,162
1891
$4.72M ﹤0.01%
165,228
+80,035
1892
$4.71M ﹤0.01%
106,290
+23,734
1893
$4.7M ﹤0.01%
104,440
+28,693
1894
$4.7M ﹤0.01%
59,570
+239
1895
$4.69M ﹤0.01%
226,524
+22,944
1896
$4.69M ﹤0.01%
26,740
+7,163
1897
$4.68M ﹤0.01%
186,447
+185,466
1898
$4.67M ﹤0.01%
58,799
+3,759
1899
$4.67M ﹤0.01%
123,340
+901
1900
$4.67M ﹤0.01%
449,660
-26,935
74 75
76
77 78