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
3451
$670K ﹤0.01%
51,074
+76
3452
$669K ﹤0.01%
17,331
+40
3453
$669K ﹤0.01%
41,428
-8,326
3454
$669K ﹤0.01%
24,085
-6,524
3455
$669K ﹤0.01%
2,402
-409
3456
$667K ﹤0.01%
70,395
-22,635
3457
$667K ﹤0.01%
832,138
-295,140
3458
$666K ﹤0.01%
32,698
+5,906
3459
$666K ﹤0.01%
19,523
+6,410
3460
$665K ﹤0.01%
55,846
-3,695
3461
$665K ﹤0.01%
97
+95
3462
$664K ﹤0.01%
27,088
+10,949
3463
$664K ﹤0.01%
34,014
+6,086
3464
$664K ﹤0.01%
6,835
-2
3465
$663K ﹤0.01%
50,323
-4,370
3466
$663K ﹤0.01%
28,913
+22,347
3467
$662K ﹤0.01%
15,000
3468
$662K ﹤0.01%
24,716
+6,218
3469
$660K ﹤0.01%
233
-149
3470
$658K ﹤0.01%
140,626
+18,010
3471
$658K ﹤0.01%
23,886
-988
3472
$658K ﹤0.01%
77,862
+1,863
3473
$658K ﹤0.01%
5,471
+3,365
3474
$657K ﹤0.01%
13,620
-1,844
3475
$656K ﹤0.01%
3,817
+2,807
137 138
139
140 141