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
3326
$790K ﹤0.01%
24,543
+1,117
3327
$789K ﹤0.01%
31,829
-153,137
3328
$789K ﹤0.01%
44,431
+20,577
3329
$784K ﹤0.01%
107,215
+39,467
3330
$784K ﹤0.01%
28,960
+4,489
3331
$784K ﹤0.01%
42,996
+17,081
3332
$783K ﹤0.01%
44,410
+41,291
3333
$781K ﹤0.01%
51,782
-7,690
3334
$779K ﹤0.01%
122,972
-28,172
3335
$779K ﹤0.01%
62,634
+15,693
3336
$778K ﹤0.01%
2,619
+2,328
3337
$777K ﹤0.01%
1,735
+1,547
3338
$777K ﹤0.01%
27,542
+12,387
3339
$773K ﹤0.01%
210,069
+9,256
3340
$773K ﹤0.01%
82,241
+2,612
3341
$772K ﹤0.01%
58,475
-7,726
3342
$772K ﹤0.01%
30,840
+8,373
3343
$772K ﹤0.01%
1,973
+965
3344
$771K ﹤0.01%
31,684
+1,050
3345
$767K ﹤0.01%
68,122
-21,920
3346
$767K ﹤0.01%
14,227
+13,541
3347
$767K ﹤0.01%
43,295
+7,782
3348
$765K ﹤0.01%
+18,873
3349
$765K ﹤0.01%
5,387
+2,310
3350
$764K ﹤0.01%
83,903
+80,555
132 133
134
135 136