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
2176
$3.42M ﹤0.01%
145,903
+20,530
2177
$3.41M ﹤0.01%
281,212
-13,038
2178
$3.41M ﹤0.01%
259,013
+8,837
2179
$3.41M ﹤0.01%
78,165
+49,145
2180
$3.41M ﹤0.01%
89,612
-22,056
2181
$3.4M ﹤0.01%
169,643
+13,084
2182
$3.4M ﹤0.01%
50,481
+11,691
2183
$3.4M ﹤0.01%
132,807
+1,561
2184
$3.39M ﹤0.01%
67,250
-39,196
2185
$3.39M ﹤0.01%
26,042
+11,809
2186
$3.39M ﹤0.01%
670,464
+656,918
2187
$3.38M ﹤0.01%
48,711
+984
2188
$3.38M ﹤0.01%
211,525
-223,194
2189
$3.38M ﹤0.01%
171,823
-12,503
2190
$3.37M ﹤0.01%
113,235
+15,115
2191
$3.37M ﹤0.01%
42,924
-10,922
2192
$3.37M ﹤0.01%
34,481
-2,035
2193
$3.36M ﹤0.01%
46,703
+26,139
2194
$3.36M ﹤0.01%
212,873
-3,215
2195
$3.34M ﹤0.01%
269,423
-156,270
2196
$3.34M ﹤0.01%
+100,716
2197
$3.33M ﹤0.01%
9,950
+7,880
2198
$3.33M ﹤0.01%
72,523
-4,849
2199
$3.33M ﹤0.01%
106,192
-5,889
2200
$3.32M ﹤0.01%
83,374
+23,179
86 87
88
89 90