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
2201
$3.31M ﹤0.01%
269,645
+122,868
2202
$3.31M ﹤0.01%
235,115
+4,884
2203
$3.3M ﹤0.01%
38,048
-5,758
2204
$3.3M ﹤0.01%
115,880
-109,578
2205
$3.3M ﹤0.01%
22,635
+10,137
2206
$3.3M ﹤0.01%
42,149
+4,472
2207
$3.29M ﹤0.01%
232,685
-265,819
2208
$3.29M ﹤0.01%
77,916
-5,514
2209
$3.28M ﹤0.01%
143,163
-2,902
2210
$3.28M ﹤0.01%
292,068
-46,411
2211
$3.28M ﹤0.01%
44,419
+43,244
2212
$3.27M ﹤0.01%
304,760
-5,652
2213
$3.25M ﹤0.01%
279,271
-26,492
2214
$3.25M ﹤0.01%
27,586
+11,457
2215
$3.24M ﹤0.01%
42,495
-27,419
2216
$3.23M ﹤0.01%
91,392
-141,769
2217
$3.22M ﹤0.01%
70,812
-2,257
2218
$3.22M ﹤0.01%
118,046
-52,224
2219
$3.22M ﹤0.01%
210,014
+133,404
2220
$3.21M ﹤0.01%
58,301
+43,054
2221
$3.2M ﹤0.01%
77,838
+2,685
2222
$3.2M ﹤0.01%
66,988
-4,696
2223
$3.19M ﹤0.01%
64,996
-6,711
2224
$3.19M ﹤0.01%
35,352
-32,846
2225
$3.19M ﹤0.01%
37,735
-14,391
87 88
89
90 91