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
3276
$835K ﹤0.01%
18,528
-22,044
3277
$835K ﹤0.01%
67,674
-10,085
3278
$834K ﹤0.01%
96,371
-24
3279
$832K ﹤0.01%
20,642
+1,936
3280
$831K ﹤0.01%
40,409
-1,122
3281
$830K ﹤0.01%
4,274
+1,399
3282
$830K ﹤0.01%
104,404
-93,019
3283
$828K ﹤0.01%
7,402
+583
3284
$827K ﹤0.01%
9,157
+5
3285
$827K ﹤0.01%
57,047
+749
3286
$824K ﹤0.01%
1,545
-1,098
3287
$824K ﹤0.01%
85,280
-67,822
3288
$823K ﹤0.01%
609,743
+1,373
3289
$823K ﹤0.01%
34,744
-983
3290
$823K ﹤0.01%
18,118
+3,982
3291
$823K ﹤0.01%
55,550
+2,733
3292
$822K ﹤0.01%
19,496
-2,873
3293
$821K ﹤0.01%
9,205
+4,428
3294
$820K ﹤0.01%
11,025
+9,246
3295
$820K ﹤0.01%
21,353
+21,310
3296
$819K ﹤0.01%
763
-860
3297
$818K ﹤0.01%
+1,475
3298
$817K ﹤0.01%
48,912
-12,400
3299
$815K ﹤0.01%
29,643
+4,225
3300
$815K ﹤0.01%
115,398
+398
130 131
132
133 134