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
3176
$985K ﹤0.01%
53,117
+10,052
3177
$981K ﹤0.01%
57,076
-14,345
3178
$980K ﹤0.01%
41,310
+21,660
3179
$978K ﹤0.01%
181,582
+56,249
3180
$978K ﹤0.01%
14,055
+3,082
3181
$977K ﹤0.01%
193,991
+145,021
3182
$974K ﹤0.01%
31,259
+8,569
3183
$973K ﹤0.01%
32,436
-41,213
3184
$970K ﹤0.01%
33,225
-18,307
3185
$970K ﹤0.01%
12,797
+2,992
3186
$967K ﹤0.01%
23,790
+3,696
3187
$964K ﹤0.01%
16,598
+9,317
3188
$964K ﹤0.01%
207,421
-18,115
3189
$963K ﹤0.01%
6,942
+4,222
3190
$963K ﹤0.01%
23,960
+7,939
3191
$962K ﹤0.01%
66,060
-7,418
3192
$960K ﹤0.01%
197,252
-17,190
3193
$959K ﹤0.01%
228,189
+17,359
3194
$957K ﹤0.01%
10,727
-1,446
3195
$956K ﹤0.01%
22,117
-2,639
3196
$955K ﹤0.01%
18,051
-1,148
3197
$952K ﹤0.01%
32,760
+32,752
3198
$949K ﹤0.01%
15,045
+10,066
3199
$949K ﹤0.01%
35,749
+24,749
3200
$947K ﹤0.01%
26,461
+970
126 127
128
129 130