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
1901
$4.66M ﹤0.01%
81,903
+32,844
1902
$4.65M ﹤0.01%
35,552
-9,013
1903
$4.65M ﹤0.01%
133,994
-47,743
1904
$4.64M ﹤0.01%
123,581
+114,952
1905
$4.63M ﹤0.01%
111,505
-6,902
1906
$4.62M ﹤0.01%
265,888
-136,212
1907
$4.62M ﹤0.01%
543,725
+24,963
1908
$4.61M ﹤0.01%
111,390
+30,408
1909
$4.61M ﹤0.01%
148,674
+43,503
1910
$4.6M ﹤0.01%
73,445
+34,531
1911
$4.6M ﹤0.01%
263,646
+10,632
1912
$4.6M ﹤0.01%
102,728
-4,708
1913
$4.59M ﹤0.01%
194,201
-4,737
1914
$4.59M ﹤0.01%
107,535
+37,205
1915
$4.59M ﹤0.01%
211,542
-1,699
1916
$4.57M ﹤0.01%
146,574
-74,199
1917
$4.57M ﹤0.01%
70,285
-59,872
1918
$4.57M ﹤0.01%
58,425
+725
1919
$4.56M ﹤0.01%
181,382
+164,612
1920
$4.56M ﹤0.01%
49,593
-17,338
1921
$4.56M ﹤0.01%
231,727
-8,935
1922
$4.56M ﹤0.01%
67,959
+52,386
1923
$4.55M ﹤0.01%
95,208
-34,458
1924
$4.55M ﹤0.01%
334,466
+34,720
1925
$4.55M ﹤0.01%
105,301
+77,942
75 76
77
78 79