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
3526
$618K ﹤0.01%
50,150
+3,475
3527
$617K ﹤0.01%
11,485
+1,262
3528
$616K ﹤0.01%
69,433
+12,753
3529
$616K ﹤0.01%
14,332
+4,957
3530
$614K ﹤0.01%
78,962
-18,835
3531
$613K ﹤0.01%
11,738
-1,044
3532
$612K ﹤0.01%
8,412
-3,848
3533
$612K ﹤0.01%
44,680
+18,799
3534
$612K ﹤0.01%
88,706
-2,368
3535
$611K ﹤0.01%
20,542
+11,850
3536
$611K ﹤0.01%
13,491
+4,289
3537
$611K ﹤0.01%
33,988
+3,300
3538
$611K ﹤0.01%
14,747
+762
3539
$610K ﹤0.01%
56,540
+8,427
3540
$610K ﹤0.01%
49,479
+15,181
3541
$609K ﹤0.01%
41,709
+10,902
3542
$608K ﹤0.01%
7,022
-8,473
3543
$608K ﹤0.01%
14,054
+5,747
3544
$607K ﹤0.01%
38,887
+26,725
3545
$607K ﹤0.01%
30,673
-23,947
3546
$606K ﹤0.01%
43,340
-2,997
3547
$605K ﹤0.01%
77,602
+45,102
3548
$605K ﹤0.01%
24,544
+1,480
3549
$601K ﹤0.01%
18,367
-2,127
3550
$601K ﹤0.01%
53,850
-19,479
140 141
142
143 144