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
2076
$3.82M ﹤0.01%
1,948,954
-136,741
2077
$3.8M ﹤0.01%
144,884
+4,932
2078
$3.8M ﹤0.01%
49,489
-34,364
2079
$3.8M ﹤0.01%
94,788
-264,273
2080
$3.79M ﹤0.01%
162,064
+40,715
2081
$3.79M ﹤0.01%
131,922
+2,143
2082
$3.79M ﹤0.01%
279,840
-44,376
2083
$3.78M ﹤0.01%
14,240
+3,759
2084
$3.78M ﹤0.01%
79,136
+48,472
2085
$3.77M ﹤0.01%
431,425
-580,509
2086
$3.77M ﹤0.01%
91,777
+192
2087
$3.77M ﹤0.01%
95,030
+18,764
2088
$3.76M ﹤0.01%
68,005
+57,056
2089
$3.76M ﹤0.01%
310,553
+107,584
2090
$3.74M ﹤0.01%
49,548
+21,560
2091
$3.74M ﹤0.01%
38,067
-1,888
2092
$3.74M ﹤0.01%
20,353
-4,530
2093
$3.73M ﹤0.01%
58,642
+1,335
2094
$3.73M ﹤0.01%
81,210
-19,193
2095
$3.73M ﹤0.01%
62,186
+20,522
2096
$3.73M ﹤0.01%
123,293
+405
2097
$3.73M ﹤0.01%
503,578
+23,632
2098
$3.72M ﹤0.01%
208,470
+4,808
2099
$3.72M ﹤0.01%
111,819
-2,848
2100
$3.71M ﹤0.01%
8,103
+6,079
82 83
84
85 86