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
2101
$3.71M ﹤0.01%
104,733
-9,046
2102
$3.7M ﹤0.01%
86,836
+58,957
2103
$3.7M ﹤0.01%
32,021
-15,565
2104
$3.69M ﹤0.01%
76,728
+58,718
2105
$3.69M ﹤0.01%
120,967
-3,231
2106
$3.69M ﹤0.01%
118,392
-4,707
2107
$3.69M ﹤0.01%
61,273
+33,150
2108
$3.69M ﹤0.01%
293,799
-84,379
2109
$3.69M ﹤0.01%
35,666
+29,108
2110
$3.67M ﹤0.01%
264,109
+9,559
2111
$3.67M ﹤0.01%
119,446
+93,964
2112
$3.67M ﹤0.01%
178,533
+9,110
2113
$3.67M ﹤0.01%
61,286
+36,384
2114
$3.66M ﹤0.01%
28,415
-9,731
2115
$3.66M ﹤0.01%
36,989
+4,001
2116
$3.66M ﹤0.01%
231,059
-39,451
2117
$3.65M ﹤0.01%
90,165
+9,628
2118
$3.65M ﹤0.01%
67,336
+17,920
2119
$3.64M ﹤0.01%
63,140
-49,197
2120
$3.64M ﹤0.01%
253,619
+125,615
2121
$3.64M ﹤0.01%
37,616
-1,028
2122
$3.64M ﹤0.01%
16,370
-28,876
2123
$3.64M ﹤0.01%
156,921
+14,509
2124
$3.63M ﹤0.01%
336,542
+39,505
2125
$3.62M ﹤0.01%
82,535
+40,056
83 84
85
86 87