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
3401
$714K ﹤0.01%
65,529
+2,125
3402
$713K ﹤0.01%
136,546
-23,984
3403
$713K ﹤0.01%
21,239
-244
3404
$713K ﹤0.01%
9,195
+4,168
3405
$713K ﹤0.01%
167,850
-53,408
3406
$712K ﹤0.01%
67,143
-8,278
3407
$711K ﹤0.01%
32,599
-41,193
3408
$710K ﹤0.01%
28,022
+15,378
3409
$709K ﹤0.01%
27,455
+13,568
3410
$705K ﹤0.01%
42,788
+41,168
3411
$704K ﹤0.01%
13,583
-524
3412
$702K ﹤0.01%
102,380
-3,661
3413
$702K ﹤0.01%
21,401
+4,342
3414
$702K ﹤0.01%
9,114
-1,761
3415
$702K ﹤0.01%
112,801
-14,943
3416
$701K ﹤0.01%
50,491
+1,114
3417
$700K ﹤0.01%
16,503
-5,719
3418
$700K ﹤0.01%
48,007
-675
3419
$699K ﹤0.01%
15,555
+7,226
3420
$697K ﹤0.01%
43,013
+9,110
3421
$696K ﹤0.01%
17,188
+3,586
3422
$696K ﹤0.01%
52,466
-8,661
3423
$694K ﹤0.01%
96,692
+33,698
3424
$694K ﹤0.01%
17,854
+1,999
3425
$692K ﹤0.01%
64,400
+34,400
135 136
137
138 139