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
2051
$3.96M ﹤0.01%
269,453
+100,740
2052
$3.96M ﹤0.01%
195,641
+78,044
2053
$3.95M ﹤0.01%
51,255
+41,776
2054
$3.94M ﹤0.01%
312,049
+242,563
2055
$3.94M ﹤0.01%
78,383
+3,114
2056
$3.93M ﹤0.01%
527,873
-909,182
2057
$3.93M ﹤0.01%
68,068
-35,404
2058
$3.93M ﹤0.01%
145,211
+83,735
2059
$3.92M ﹤0.01%
333,024
+14,950
2060
$3.92M ﹤0.01%
122,677
+11,111
2061
$3.91M ﹤0.01%
311,637
+303,015
2062
$3.9M ﹤0.01%
95,810
+63,290
2063
$3.89M ﹤0.01%
72,604
+26,647
2064
$3.89M ﹤0.01%
136,945
-76,415
2065
$3.88M ﹤0.01%
55,995
-30,640
2066
$3.87M ﹤0.01%
115,462
+7,766
2067
$3.86M ﹤0.01%
42,411
+25,063
2068
$3.85M ﹤0.01%
110,359
+3,855
2069
$3.85M ﹤0.01%
281,250
+405
2070
$3.84M ﹤0.01%
142,195
-398,441
2071
$3.84M ﹤0.01%
184,911
-43,707
2072
$3.83M ﹤0.01%
21,899
+27
2073
$3.83M ﹤0.01%
324,377
+58,032
2074
$3.83M ﹤0.01%
27,627
+1,470
2075
$3.82M ﹤0.01%
94,562
-140,266
81 82
83
84 85