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
3301
$813K ﹤0.01%
29,846
+4,603
3302
$812K ﹤0.01%
12,399
-2,092
3303
$810K ﹤0.01%
51,538
+20,412
3304
$808K ﹤0.01%
22,339
+6,818
3305
$807K ﹤0.01%
196,809
+13,488
3306
$807K ﹤0.01%
36,708
+4,745
3307
$805K ﹤0.01%
27,372
+5,965
3308
$805K ﹤0.01%
61,675
-17,714
3309
$805K ﹤0.01%
27,936
+27,024
3310
$804K ﹤0.01%
48,237
+11,688
3311
$804K ﹤0.01%
75,415
+67,573
3312
$802K ﹤0.01%
18,620
+18,588
3313
$801K ﹤0.01%
24,213
+19,483
3314
$798K ﹤0.01%
20,667
+12,653
3315
$797K ﹤0.01%
237,275
-74,537
3316
$796K ﹤0.01%
56,618
+3,176
3317
$796K ﹤0.01%
15,103
-27,958
3318
$795K ﹤0.01%
13,990
+9,331
3319
$794K ﹤0.01%
28,300
-2,562
3320
$793K ﹤0.01%
23,453
+5,070
3321
$793K ﹤0.01%
35,040
-8,834
3322
$793K ﹤0.01%
15,021
+5,128
3323
$792K ﹤0.01%
19,867
-44,064
3324
$792K ﹤0.01%
46,653
+42,740
3325
$790K ﹤0.01%
83,850
+24,249
131 132
133
134 135