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
2126
$3.62M ﹤0.01%
237,772
+134,784
2127
$3.62M ﹤0.01%
94,159
+56,933
2128
$3.62M ﹤0.01%
89,854
+15,199
2129
$3.62M ﹤0.01%
212,122
-37,657
2130
$3.62M ﹤0.01%
141,541
+92,142
2131
$3.61M ﹤0.01%
389,119
+175,634
2132
$3.61M ﹤0.01%
3,603
-1,112
2133
$3.6M ﹤0.01%
88,945
-14,865
2134
$3.58M ﹤0.01%
41,335
-3,577
2135
$3.58M ﹤0.01%
203,944
-170,355
2136
$3.58M ﹤0.01%
67,915
+64,411
2137
$3.57M ﹤0.01%
33,980
+13,073
2138
$3.57M ﹤0.01%
57,829
+14,638
2139
$3.56M ﹤0.01%
175,546
+14,589
2140
$3.55M ﹤0.01%
112,552
+103,594
2141
$3.55M ﹤0.01%
55,452
-7,695
2142
$3.54M ﹤0.01%
93,773
-2,008
2143
$3.54M ﹤0.01%
42,649
-55,296
2144
$3.54M ﹤0.01%
35,751
-4,456
2145
$3.53M ﹤0.01%
134,860
-6,360
2146
$3.53M ﹤0.01%
81,724
+28,942
2147
$3.53M ﹤0.01%
34,791
-25,909
2148
$3.52M ﹤0.01%
72,635
-27,273
2149
$3.52M ﹤0.01%
314,997
-47,865
2150
$3.52M ﹤0.01%
747,088
+687,616
84 85
86
87 88