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
2151
$3.51M ﹤0.01%
161,320
-532
2152
$3.5M ﹤0.01%
41,083
+40,652
2153
$3.5M ﹤0.01%
184,077
+809
2154
$3.5M ﹤0.01%
18,992
+35
2155
$3.49M ﹤0.01%
49,840
-2,484
2156
$3.48M ﹤0.01%
77,688
-95,141
2157
$3.48M ﹤0.01%
133,531
-68,522
2158
$3.48M ﹤0.01%
53,986
-941
2159
$3.48M ﹤0.01%
66,770
+9,210
2160
$3.47M ﹤0.01%
125,597
+56,222
2161
$3.47M ﹤0.01%
45,629
+949
2162
$3.47M ﹤0.01%
+95,780
2163
$3.46M ﹤0.01%
240,605
-63,203
2164
$3.46M ﹤0.01%
75,222
-14,504
2165
$3.46M ﹤0.01%
576,696
+9,825
2166
$3.45M ﹤0.01%
163,180
-24,210
2167
$3.45M ﹤0.01%
32,786
+2,025
2168
$3.45M ﹤0.01%
472,414
-9,190
2169
$3.44M ﹤0.01%
192,877
+20,179
2170
$3.44M ﹤0.01%
288,110
+36,846
2171
$3.44M ﹤0.01%
63,418
+39,114
2172
$3.43M ﹤0.01%
27,355
-7,187
2173
$3.43M ﹤0.01%
93,249
-26,939
2174
$3.43M ﹤0.01%
192,879
-130,007
2175
$3.42M ﹤0.01%
158,053
-91,117
85 86
87
88 89