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
3351
$762K ﹤0.01%
62,891
-10,054
3352
$761K ﹤0.01%
18,084
-83,064
3353
$760K ﹤0.01%
91,824
+50,822
3354
$760K ﹤0.01%
112,627
+38,146
3355
$759K ﹤0.01%
39,326
+11,977
3356
$757K ﹤0.01%
25,338
+1,909
3357
– –
0
3358
$756K ﹤0.01%
75,677
-82,526
3359
$750K ﹤0.01%
137,704
-347,562
3360
$750K ﹤0.01%
25,505
+5,558
3361
$749K ﹤0.01%
36,761
+4,653
3362
$749K ﹤0.01%
16,800
+23
3363
$748K ﹤0.01%
11,143
+7,121
3364
$748K ﹤0.01%
17,242
-103
3365
$747K ﹤0.01%
30,175
+26,675
3366
$747K ﹤0.01%
48,049
+3,630
3367
$747K ﹤0.01%
109,465
+6,347
3368
$746K ﹤0.01%
36,617
-153,498
3369
$745K ﹤0.01%
18,458
-31,455
3370
$745K ﹤0.01%
49,786
+8,217
3371
$744K ﹤0.01%
20,080
+2,000
3372
$742K ﹤0.01%
6,631
+6,626
3373
$740K ﹤0.01%
128,944
+92,874
3374
$736K ﹤0.01%
+1,141
3375
$736K ﹤0.01%
+27,906
133 134
135
136 137