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
2251
$3.08M ﹤0.01%
37,845
+3,413
2252
$3.08M ﹤0.01%
95,397
-85,155
2253
$3.08M ﹤0.01%
1,381
-6,136
2254
$3.07M ﹤0.01%
34,233
-22,332
2255
$3.06M ﹤0.01%
20,167
-38,234
2256
$3.06M ﹤0.01%
156,891
+19,706
2257
$3.06M ﹤0.01%
63,357
-16,310
2258
$3.05M ﹤0.01%
36,848
+14,187
2259
$3.05M ﹤0.01%
310,834
+53,930
2260
$3.05M ﹤0.01%
71,807
+4,681
2261
$3.04M ﹤0.01%
458,139
+211,964
2262
$3.04M ﹤0.01%
495,897
-203,351
2263
$3.03M ﹤0.01%
5,283
-1,352
2264
$3.03M ﹤0.01%
43,950
-4,647
2265
$3.03M ﹤0.01%
94,124
+53,799
2266
$3.03M ﹤0.01%
42,864
+1,395
2267
$3.03M ﹤0.01%
14,073
+1,771
2268
$3.03M ﹤0.01%
125,705
+44,709
2269
$3.02M ﹤0.01%
22,755
-25,756
2270
$3.01M ﹤0.01%
28,835
-26,066
2271
$3.01M ﹤0.01%
129,848
+15,268
2272
$3.01M ﹤0.01%
95,039
+21,382
2273
$3.01M ﹤0.01%
101,151
+58,894
2274
$3.01M ﹤0.01%
43,115
-6,160
2275
$3M ﹤0.01%
214,490
+31,962
89 90
91
92 93