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
2451
$2.48M ﹤0.01%
7,171
+1,556
2452
$2.48M ﹤0.01%
123,350
-142,725
2453
$2.48M ﹤0.01%
46,636
+12,085
2454
$2.47M ﹤0.01%
293,280
+88,506
2455
$2.47M ﹤0.01%
55,069
-14,673
2456
$2.47M ﹤0.01%
13,019
+12,556
2457
$2.47M ﹤0.01%
25,754
+8,348
2458
$2.47M ﹤0.01%
166,924
-24,809
2459
$2.46M ﹤0.01%
118,806
+26,241
2460
$2.46M ﹤0.01%
190,676
-109,804
2461
$2.46M ﹤0.01%
375,461
-99,506
2462
$2.44M ﹤0.01%
53,028
-8,065
2463
$2.44M ﹤0.01%
330,652
+19,520
2464
$2.44M ﹤0.01%
48,614
-46,862
2465
$2.44M ﹤0.01%
160,878
+12,641
2466
$2.44M ﹤0.01%
33,851
-11,245
2467
$2.44M ﹤0.01%
117,564
-12,331
2468
$2.43M ﹤0.01%
172,019
-14,457
2469
$2.43M ﹤0.01%
103,269
+38,740
2470
$2.43M ﹤0.01%
294,814
+224,457
2471
$2.43M ﹤0.01%
31,642
+1,170
2472
$2.43M ﹤0.01%
+117,208
2473
$2.43M ﹤0.01%
80,953
-34,663
2474
$2.43M ﹤0.01%
35,457
+5,011
2475
$2.43M ﹤0.01%
58,639
-6,479
97 98
99
100 101