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
2276
$3M ﹤0.01%
190,531
-10,062
2277
$2.99M ﹤0.01%
81,211
-30,657
2278
$2.99M ﹤0.01%
168,199
+85,425
2279
$2.99M ﹤0.01%
216,083
+46,767
2280
$2.99M ﹤0.01%
178,065
-6,989
2281
$2.98M ﹤0.01%
73,382
-2,438
2282
$2.98M ﹤0.01%
52,748
-93,249
2283
$2.98M ﹤0.01%
40,742
+10,169
2284
$2.97M ﹤0.01%
79,810
+2,273
2285
$2.96M ﹤0.01%
103,517
+90,745
2286
$2.96M ﹤0.01%
205,210
+10,574
2287
$2.96M ﹤0.01%
19,041
+5,304
2288
$2.96M ﹤0.01%
84,168
-47,577
2289
$2.95M ﹤0.01%
38,398
-47,841
2290
$2.95M ﹤0.01%
103,235
+78,668
2291
$2.95M ﹤0.01%
45,062
+1,761
2292
$2.95M ﹤0.01%
30,145
-906
2293
$2.94M ﹤0.01%
54,310
-2,257
2294
$2.94M ﹤0.01%
559,215
-282,179
2295
$2.94M ﹤0.01%
93,732
+48,298
2296
$2.93M ﹤0.01%
195,599
+2,982
2297
$2.93M ﹤0.01%
38,711
+29,600
2298
$2.93M ﹤0.01%
56,110
+11,953
2299
$2.93M ﹤0.01%
89,664
+57,452
2300
$2.92M ﹤0.01%
56,605
+57
90 91
92
93 94