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
2376
$2.69M ﹤0.01%
449
+299
2377
$2.69M ﹤0.01%
141,552
+71,290
2378
$2.69M ﹤0.01%
125,394
+6,552
2379
$2.69M ﹤0.01%
162,299
-163,590
2380
$2.69M ﹤0.01%
147,524
+3,692
2381
$2.68M ﹤0.01%
84,007
+7,282
2382
$2.68M ﹤0.01%
34,974
-401
2383
$2.68M ﹤0.01%
90,567
+43,646
2384
$2.67M ﹤0.01%
47,220
-1,842
2385
$2.67M ﹤0.01%
437,319
+38,760
2386
$2.67M ﹤0.01%
+163,628
2387
$2.66M ﹤0.01%
81,030
-3,422
2388
$2.65M ﹤0.01%
45,533
-4,764
2389
$2.65M ﹤0.01%
138,288
-28,895
2390
$2.64M ﹤0.01%
93,074
-23,013
2391
$2.64M ﹤0.01%
105,349
-23,018
2392
$2.63M ﹤0.01%
162,368
+14,938
2393
$2.63M ﹤0.01%
53,642
+9,405
2394
$2.63M ﹤0.01%
318,478
+17,391
2395
$2.63M ﹤0.01%
93,803
-25,934
2396
$2.62M ﹤0.01%
247,607
-48,041
2397
$2.62M ﹤0.01%
92,122
+20,233
2398
$2.62M ﹤0.01%
50,451
+16,708
2399
$2.61M ﹤0.01%
19,708
+3,576
2400
$2.61M ﹤0.01%
432,313
+17,532
94 95
96
97 98