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
2351
$2.77M ﹤0.01%
81,461
-46,512
2352
$2.77M ﹤0.01%
161,209
-93,859
2353
$2.77M ﹤0.01%
157,787
+29,748
2354
$2.75M ﹤0.01%
115,223
+110,892
2355
$2.75M ﹤0.01%
218,480
-117,475
2356
$2.75M ﹤0.01%
60,817
-3,581
2357
$2.75M ﹤0.01%
902,198
-190,937
2358
$2.75M ﹤0.01%
21,140
-756
2359
$2.74M ﹤0.01%
136,759
-9,498
2360
$2.74M ﹤0.01%
259,454
+161,214
2361
$2.74M ﹤0.01%
72,115
+20,694
2362
$2.74M ﹤0.01%
72,364
+26,098
2363
$2.74M ﹤0.01%
13,945
+3,398
2364
$2.73M ﹤0.01%
212,990
-9,899
2365
$2.73M ﹤0.01%
35,078
+9,972
2366
$2.73M ﹤0.01%
191,302
+17,351
2367
$2.72M ﹤0.01%
50,386
+13,259
2368
$2.72M ﹤0.01%
33,408
-38,646
2369
$2.72M ﹤0.01%
108,106
-35,688
2370
$2.72M ﹤0.01%
83,138
+18,061
2371
$2.71M ﹤0.01%
55,791
+1,213
2372
$2.71M ﹤0.01%
38,360
+7,600
2373
$2.71M ﹤0.01%
43,266
+9,794
2374
$2.7M ﹤0.01%
52,340
-3,722
2375
$2.69M ﹤0.01%
77,664
+72,164
93 94
95
96 97