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
3551
$601K ﹤0.01%
29,618
-2,191
3552
$600K ﹤0.01%
35,843
+415
3553
$599K ﹤0.01%
15,108
-458
3554
$599K ﹤0.01%
+26,190
3555
$597K ﹤0.01%
25,109
-5,994
3556
$597K ﹤0.01%
19,025
+5,845
3557
$596K ﹤0.01%
18,825
+5,163
3558
$596K ﹤0.01%
+57,500
3559
$595K ﹤0.01%
+52,018
3560
$595K ﹤0.01%
9,724
+6,552
3561
$595K ﹤0.01%
18,209
-101
3562
$595K ﹤0.01%
10,013
-27,439
3563
$594K ﹤0.01%
60,235
+56,145
3564
$594K ﹤0.01%
20,011
-17,000
3565
$594K ﹤0.01%
37,370
+753
3566
$594K ﹤0.01%
39,282
-176
3567
$593K ﹤0.01%
7,662
+1,062
3568
$593K ﹤0.01%
86,116
+15,421
3569
$593K ﹤0.01%
8,789
+190
3570
$593K ﹤0.01%
34,996
-8,006
3571
$588K ﹤0.01%
6,116
-2,475
3572
$587K ﹤0.01%
+38,848
3573
$586K ﹤0.01%
39,778
+4,857
3574
$586K ﹤0.01%
45,861
+3,113
3575
$585K ﹤0.01%
16,159
+12,209
141 142
143
144 145