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
3251
$861K ﹤0.01%
50,258
+3,757
3252
$861K ﹤0.01%
148,176
+2,596
3253
$860K ﹤0.01%
32,213
+19,970
3254
$858K ﹤0.01%
36,923
-5,185
3255
$858K ﹤0.01%
19,380
+1,835
3256
$858K ﹤0.01%
52,575
+2,058
3257
$857K ﹤0.01%
72,099
-12,729
3258
$857K ﹤0.01%
53,971
-1,947
3259
$856K ﹤0.01%
17,869
+1,070
3260
$853K ﹤0.01%
4,723
+2,773
3261
$852K ﹤0.01%
37,127
-6,858
3262
$851K ﹤0.01%
31,950
+26,910
3263
$851K ﹤0.01%
97,295
-7,731
3264
$851K ﹤0.01%
57,783
-5,048
3265
$850K ﹤0.01%
19,905
+2,299
3266
$848K ﹤0.01%
4,752
-13,228
3267
$848K ﹤0.01%
41,366
+663
3268
$848K ﹤0.01%
7,394
+1,304
3269
$848K ﹤0.01%
14,129
+2,192
3270
$848K ﹤0.01%
12,837
-30,450
3271
$848K ﹤0.01%
19,014
-66,061
3272
$847K ﹤0.01%
64,490
+54,379
3273
$846K ﹤0.01%
62,087
-6,171
3274
$844K ﹤0.01%
110,761
-17,207
3275
$835K ﹤0.01%
30,246
+1,574
129 130
131
132 133