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
3376
$736K ﹤0.01%
36,621
-8,290
3377
$732K ﹤0.01%
16,050
+3,450
3378
$731K ﹤0.01%
152,294
+1,694
3379
$730K ﹤0.01%
49,607
+10,773
3380
$729K ﹤0.01%
20,322
-722
3381
$728K ﹤0.01%
30,260
-345
3382
$727K ﹤0.01%
10,609
-3,077
3383
$726K ﹤0.01%
8,914
-4,539
3384
$726K ﹤0.01%
27,527
+3,450
3385
$725K ﹤0.01%
12,063
+5,094
3386
$724K ﹤0.01%
23,963
-1,841
3387
$724K ﹤0.01%
18,674
-1,592
3388
$724K ﹤0.01%
56,322
+2,712
3389
$724K ﹤0.01%
313,378
+100,011
3390
$723K ﹤0.01%
5,716
+4,800
3391
$723K ﹤0.01%
21,696
+2,023
3392
$722K ﹤0.01%
47,074
+9,207
3393
$722K ﹤0.01%
29,465
-2,567
3394
$720K ﹤0.01%
22,350
+8,596
3395
$719K ﹤0.01%
49,839
-135,917
3396
$718K ﹤0.01%
14,233
+4,489
3397
$718K ﹤0.01%
3,908
-72
3398
$718K ﹤0.01%
54,527
+4,676
3399
$717K ﹤0.01%
38,487
+5,193
3400
$714K ﹤0.01%
13,676
+5,684
134 135
136
137 138