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
2326
$2.83M ﹤0.01%
312,856
+27,997
2327
$2.82M ﹤0.01%
714,758
-1,882,052
2328
$2.82M ﹤0.01%
14,991
-347
2329
$2.82M ﹤0.01%
86,822
+4,227
2330
$2.82M ﹤0.01%
89,220
+19,478
2331
$2.82M ﹤0.01%
155,656
-21,636
2332
$2.81M ﹤0.01%
25,910
+10,408
2333
$2.81M ﹤0.01%
15,708
-5,575
2334
$2.81M ﹤0.01%
35,450
+3,533
2335
$2.81M ﹤0.01%
118,210
+95,020
2336
$2.81M ﹤0.01%
94,245
-129,370
2337
$2.81M ﹤0.01%
34,112
-13,433
2338
$2.8M ﹤0.01%
233,720
+19,535
2339
$2.8M ﹤0.01%
47,839
-7,649
2340
$2.8M ﹤0.01%
171,539
+65,371
2341
$2.79M ﹤0.01%
131,582
+115,629
2342
$2.79M ﹤0.01%
66,841
+27,682
2343
$2.79M ﹤0.01%
71,589
+20,427
2344
$2.78M ﹤0.01%
128,748
+7,371
2345
$2.78M ﹤0.01%
13,091
-64,634
2346
$2.78M ﹤0.01%
14,189
+3,611
2347
$2.78M ﹤0.01%
131,450
+39,866
2348
$2.78M ﹤0.01%
140,686
+3,016
2349
$2.78M ﹤0.01%
23,403
-13,209
2350
$2.78M ﹤0.01%
77,328
+49,126
92 93
94
95 96