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
1926
$4.55M ﹤0.01%
283,876
-45,423
1927
$4.54M ﹤0.01%
143,581
-90,464
1928
$4.54M ﹤0.01%
509,354
+74,223
1929
$4.54M ﹤0.01%
32,130
+6,894
1930
$4.53M ﹤0.01%
105,391
+41,441
1931
$4.53M ﹤0.01%
48,849
-31,473
1932
$4.53M ﹤0.01%
139,755
-16,438
1933
$4.53M ﹤0.01%
289,233
+69,307
1934
$4.53M ﹤0.01%
204,022
+91,054
1935
$4.52M ﹤0.01%
339,999
+18,129
1936
$4.52M ﹤0.01%
203,385
-6,840
1937
$4.51M ﹤0.01%
160,218
+71,126
1938
$4.5M ﹤0.01%
432,119
+118,569
1939
$4.5M ﹤0.01%
110,136
-21,792
1940
$4.49M ﹤0.01%
501,558
+55,741
1941
$4.49M ﹤0.01%
40,249
-22,212
1942
$4.48M ﹤0.01%
66,026
-12,183
1943
$4.48M ﹤0.01%
74,752
-89,326
1944
$4.47M ﹤0.01%
319,751
+52,262
1945
$4.47M ﹤0.01%
293,094
-14,191
1946
$4.46M ﹤0.01%
131,670
+2,344
1947
$4.46M ﹤0.01%
230,295
-6,921
1948
$4.44M ﹤0.01%
150,786
-23,556
1949
$4.44M ﹤0.01%
77,313
+63,239
1950
$4.44M ﹤0.01%
1,488,489
+83,606
76 77
78
79 80