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
2301
$2.92M ﹤0.01%
177,729
+143,248
2302
$2.91M ﹤0.01%
318,558
-109,795
2303
$2.9M ﹤0.01%
40,066
+2,478
2304
$2.9M ﹤0.01%
51,495
+15,524
2305
$2.9M ﹤0.01%
216,372
+11,379
2306
$2.9M ﹤0.01%
53,250
+2,963
2307
$2.88M ﹤0.01%
111,946
-9,537
2308
$2.88M ﹤0.01%
123,478
-39,745
2309
$2.88M ﹤0.01%
52,000
+12,201
2310
$2.87M ﹤0.01%
191,443
-3,966
2311
$2.87M ﹤0.01%
29,178
+3,300
2312
$2.87M ﹤0.01%
91,759
+19,152
2313
$2.87M ﹤0.01%
256,488
+35,671
2314
$2.86M ﹤0.01%
19,177
-18,610
2315
$2.86M ﹤0.01%
104,110
+8,222
2316
$2.85M ﹤0.01%
74,906
+18,674
2317
$2.85M ﹤0.01%
39,557
+25,440
2318
$2.85M ﹤0.01%
49,229
-5,830
2319
$2.85M ﹤0.01%
30,259
+2,633
2320
$2.85M ﹤0.01%
179,819
+11,460
2321
$2.85M ﹤0.01%
207,235
-3,198
2322
$2.84M ﹤0.01%
13,261
-784
2323
$2.83M ﹤0.01%
59,011
+863
2324
$2.83M ﹤0.01%
12,536
+1,390
2325
$2.83M ﹤0.01%
863
+75
91 92
93
94 95