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
3201
$947K ﹤0.01%
44,959
-23,492
3202
$944K ﹤0.01%
191,807
-10,247
3203
$942K ﹤0.01%
67,217
+6,535
3204
$941K ﹤0.01%
165,350
-23,014
3205
$940K ﹤0.01%
19,815
+5,137
3206
$939K ﹤0.01%
24,331
+4,316
3207
$938K ﹤0.01%
81,980
+25,360
3208
$934K ﹤0.01%
469,247
+432,230
3209
$929K ﹤0.01%
113,228
+1,024
3210
$929K ﹤0.01%
53,943
+17,725
3211
$928K ﹤0.01%
45,542
-9,421
3212
$928K ﹤0.01%
672,507
-22,391
3213
$928K ﹤0.01%
34,979
+7,601
3214
$927K ﹤0.01%
13,353
+4,366
3215
$927K ﹤0.01%
30,410
+3,474
3216
$922K ﹤0.01%
+34,142
3217
$921K ﹤0.01%
11,624
+2,122
3218
$920K ﹤0.01%
70,097
-497
3219
$919K ﹤0.01%
108,761
+16,314
3220
$918K ﹤0.01%
48,311
+12,507
3221
$916K ﹤0.01%
6,323
-8,888
3222
$914K ﹤0.01%
19,834
+17,738
3223
$914K ﹤0.01%
43,903
+7,197
3224
$913K ﹤0.01%
30,746
+4,336
3225
$912K ﹤0.01%
46,156
-53,239
127 128
129
130 131