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
3476
$655K ﹤0.01%
3,784
+1,480
3477
$653K ﹤0.01%
43,770
-38,838
3478
$652K ﹤0.01%
39,479
+7,386
3479
$651K ﹤0.01%
37,055
-100,990
3480
$650K ﹤0.01%
138,287
-2,673
3481
$650K ﹤0.01%
58,074
-186
3482
$650K ﹤0.01%
16,114
-27,367
3483
$649K ﹤0.01%
29,730
+17,376
3484
$649K ﹤0.01%
36,216
+5,638
3485
$649K ﹤0.01%
37,653
+8,076
3486
$649K ﹤0.01%
27,437
+24,877
3487
$648K ﹤0.01%
192,111
-104,582
3488
$647K ﹤0.01%
21,544
-17,104
3489
$646K ﹤0.01%
8,593
+7,024
3490
$646K ﹤0.01%
6,458
+6,378
3491
$646K ﹤0.01%
56,705
+46,233
3492
$645K ﹤0.01%
81,742
+6,745
3493
$645K ﹤0.01%
4,427
+3,252
3494
$644K ﹤0.01%
25,995
+5,183
3495
$644K ﹤0.01%
25,031
+10,406
3496
$643K ﹤0.01%
110,652
+9,711
3497
$640K ﹤0.01%
91,386
+22,556
3498
$639K ﹤0.01%
59,842
+560
3499
$639K ﹤0.01%
25,470
+11,572
3500
$638K ﹤0.01%
81,198
+77,524
138 139
140
141 142