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
2026
$4.09M ﹤0.01%
129,480
+25,280
2027
$4.09M ﹤0.01%
72,320
-36,608
2028
$4.09M ﹤0.01%
74,940
+5,168
2029
$4.09M ﹤0.01%
300,249
-49,338
2030
$4.08M ﹤0.01%
320,818
-13,866
2031
$4.08M ﹤0.01%
119,561
+55,060
2032
$4.07M ﹤0.01%
32,727
+28,740
2033
$4.07M ﹤0.01%
33,448
-22,231
2034
$4.06M ﹤0.01%
442,173
-23,248
2035
$4.06M ﹤0.01%
896,778
+17,679
2036
$4.05M ﹤0.01%
7,932
-27,174
2037
$4.04M ﹤0.01%
210,117
+74,680
2038
$4.04M ﹤0.01%
729,831
+265,851
2039
$4.02M ﹤0.01%
77,172
+1,890
2040
$4.01M ﹤0.01%
118,262
-8,746
2041
$4.01M ﹤0.01%
30,940
+7,511
2042
$4.01M ﹤0.01%
328,879
-65,458
2043
$4M ﹤0.01%
64,136
+13,513
2044
$3.99M ﹤0.01%
22,810
-50
2045
$3.99M ﹤0.01%
97,496
-73,792
2046
$3.99M ﹤0.01%
34,124
-3,531
2047
$3.98M ﹤0.01%
97,571
+68,728
2048
$3.98M ﹤0.01%
55,201
+14,969
2049
$3.97M ﹤0.01%
242,295
-204,398
2050
$3.97M ﹤0.01%
85,629
+13,650
80 81
82
83 84