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
3426
$691K ﹤0.01%
17,975
+3,553
3427
$691K ﹤0.01%
95,145
-19,749
3428
$691K ﹤0.01%
80,112
-6,252
3429
$690K ﹤0.01%
46,000
+32,449
3430
$690K ﹤0.01%
54,925
-160,613
3431
$688K ﹤0.01%
49,596
+2,871
3432
$688K ﹤0.01%
41,923
-6,588
3433
$686K ﹤0.01%
22,201
+12,272
3434
$686K ﹤0.01%
23,835
-375,949
3435
$684K ﹤0.01%
35,679
+34,649
3436
$684K ﹤0.01%
19,035
-120,716
3437
$683K ﹤0.01%
12,307
-1,774
3438
$683K ﹤0.01%
5,216
+1,740
3439
$683K ﹤0.01%
148,577
+48,884
3440
$682K ﹤0.01%
+4,915
3441
$681K ﹤0.01%
19,048
-2,105
3442
$680K ﹤0.01%
15,463
-59,242
3443
$676K ﹤0.01%
45,813
-270
3444
$676K ﹤0.01%
288,933
-259,187
3445
$676K ﹤0.01%
72,781
+9,910
3446
$675K ﹤0.01%
3,053
+406
3447
$672K ﹤0.01%
21,200
+1,131
3448
$672K ﹤0.01%
68,768
+16,908
3449
$672K ﹤0.01%
75,910
-1,322
3450
$671K ﹤0.01%
34,755
-12,880
136 137
138
139 140