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
3226
$911K ﹤0.01%
6,674
+4,227
3227
$908K ﹤0.01%
108,874
+73,899
3228
$907K ﹤0.01%
25,695
+15,368
3229
$903K ﹤0.01%
17,979
+248
3230
$902K ﹤0.01%
87,555
+37,020
3231
$898K ﹤0.01%
16,762
+3,429
3232
$890K ﹤0.01%
101,659
+12,447
3233
$889K ﹤0.01%
12,193
+4,076
3234
$887K ﹤0.01%
11,555
-21,583
3235
$885K ﹤0.01%
5,693
+9
3236
$885K ﹤0.01%
79,450
-282
3237
$879K ﹤0.01%
6,421
-2,140
3238
$878K ﹤0.01%
131,428
-54,972
3239
$876K ﹤0.01%
177,342
-7,080
3240
$876K ﹤0.01%
52,294
+8,342
3241
$875K ﹤0.01%
42,953
+632
3242
$875K ﹤0.01%
27,468
-7,990
3243
$875K ﹤0.01%
23,043
+17,182
3244
$866K ﹤0.01%
+5,916
3245
$866K ﹤0.01%
95,711
+88,169
3246
$866K ﹤0.01%
32,048
+2,789
3247
$865K ﹤0.01%
42,981
+25,930
3248
$865K ﹤0.01%
34,913
+3,720
3249
$864K ﹤0.01%
25,169
+11,140
3250
$863K ﹤0.01%
28,055
+16,354
128 129
130
131 132