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
2401
$2.6M ﹤0.01%
140,732
-147,667
2402
$2.6M ﹤0.01%
62,629
+7,445
2403
$2.6M ﹤0.01%
17,493
+2,881
2404
$2.6M ﹤0.01%
106,043
+19,530
2405
$2.6M ﹤0.01%
26,721
-23,016
2406
$2.6M ﹤0.01%
199,471
+42,973
2407
$2.59M ﹤0.01%
120,136
+35,318
2408
$2.59M ﹤0.01%
131,783
+74,747
2409
$2.59M ﹤0.01%
302,215
-818
2410
$2.58M ﹤0.01%
40,466
-12,806
2411
$2.58M ﹤0.01%
33,917
+5,113
2412
$2.58M ﹤0.01%
162,157
-4,660
2413
$2.58M ﹤0.01%
58,652
-20,411
2414
$2.57M ﹤0.01%
28,327
-48,386
2415
$2.57M ﹤0.01%
40,903
+23,218
2416
$2.56M ﹤0.01%
195,232
+9,688
2417
$2.56M ﹤0.01%
64,176
+54,882
2418
$2.56M ﹤0.01%
+53,253
2419
$2.56M ﹤0.01%
41,971
-12,663
2420
$2.56M ﹤0.01%
45,104
-8,576
2421
$2.55M ﹤0.01%
222,196
+104,866
2422
$2.55M ﹤0.01%
69,444
+54,019
2423
$2.55M ﹤0.01%
175,424
+50,142
2424
$2.55M ﹤0.01%
98,126
+2,875
2425
$2.55M ﹤0.01%
130,090
+19,424
95 96
97
98 99