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
2426
$2.55M ﹤0.01%
21,301
+10,026
2427
$2.55M ﹤0.01%
216,565
-96,080
2428
$2.55M ﹤0.01%
69,084
+14,174
2429
$2.55M ﹤0.01%
45,859
+14,294
2430
$2.54M ﹤0.01%
56,030
+12,460
2431
$2.54M ﹤0.01%
80,340
-85,321
2432
$2.54M ﹤0.01%
89,926
+71,610
2433
$2.54M ﹤0.01%
223,646
+121,632
2434
$2.53M ﹤0.01%
418,502
-993
2435
$2.53M ﹤0.01%
46,165
+25,991
2436
$2.53M ﹤0.01%
109,767
-122,619
2437
$2.52M ﹤0.01%
91,962
+70,389
2438
$2.52M ﹤0.01%
155,882
+1,673
2439
$2.52M ﹤0.01%
40,752
-14,171
2440
$2.52M ﹤0.01%
208,866
-20,392
2441
$2.51M ﹤0.01%
251,881
+1,322
2442
$2.51M ﹤0.01%
40,406
+25,730
2443
$2.51M ﹤0.01%
69,971
-421
2444
$2.5M ﹤0.01%
15,140
+2,927
2445
$2.5M ﹤0.01%
36,725
-139,240
2446
$2.5M ﹤0.01%
33,118
+2,447
2447
$2.49M ﹤0.01%
93,496
-3,650
2448
$2.49M ﹤0.01%
128,040
-4,289
2449
$2.49M ﹤0.01%
26,670
+8,069
2450
$2.49M ﹤0.01%
13,748
-1,618
96 97
98
99 100