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
2226
$3.18M ﹤0.01%
77,314
-6,419
2227
$3.18M ﹤0.01%
100,880
+20,042
2228
$3.18M ﹤0.01%
317,162
-388,278
2229
$3.17M ﹤0.01%
108,990
-7,238
2230
$3.16M ﹤0.01%
39,773
+2,821
2231
$3.16M ﹤0.01%
290,103
-149,902
2232
$3.16M ﹤0.01%
74,363
+934
2233
$3.15M ﹤0.01%
43,771
+27,939
2234
$3.14M ﹤0.01%
102,567
-48,939
2235
$3.14M ﹤0.01%
14,290
+1,725
2236
$3.13M ﹤0.01%
55,763
+3,066
2237
$3.13M ﹤0.01%
56,150
+24,334
2238
$3.13M ﹤0.01%
81,993
+27,195
2239
$3.13M ﹤0.01%
49,021
+16,471
2240
$3.13M ﹤0.01%
339,478
+32,107
2241
$3.13M ﹤0.01%
38,014
-17,883
2242
$3.11M ﹤0.01%
43,593
-781
2243
$3.11M ﹤0.01%
16,736
+14,457
2244
$3.1M ﹤0.01%
108,086
-6,812
2245
$3.1M ﹤0.01%
36,984
-7,596
2246
$3.1M ﹤0.01%
85,614
-3,369
2247
$3.09M ﹤0.01%
33,263
-217,664
2248
$3.09M ﹤0.01%
72,265
-3,160
2249
$3.09M ﹤0.01%
145,299
-1,527
2250
$3.08M ﹤0.01%
28,867
+7,643
88 89
90
91 92