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
3576
$582K ﹤0.01%
14,690
-8,364
3577
$581K ﹤0.01%
13,706
+5,784
3578
$580K ﹤0.01%
24,556
+12,216
3579
$578K ﹤0.01%
6,583
+4,287
3580
$577K ﹤0.01%
17,108
+11,263
3581
$576K ﹤0.01%
6,518
+5,993
3582
$576K ﹤0.01%
13,375
-900
3583
$575K ﹤0.01%
9,317
-14,964
3584
$575K ﹤0.01%
72,632
-69
3585
$574K ﹤0.01%
6,635
+322
3586
$574K ﹤0.01%
35,431
-1,990
3587
$571K ﹤0.01%
12,057
-747
3588
$570K ﹤0.01%
135,612
+40,371
3589
$570K ﹤0.01%
21,670
+2,506
3590
$568K ﹤0.01%
20,796
+3,840
3591
$568K ﹤0.01%
21,719
-1,625
3592
$568K ﹤0.01%
17,413
+11,839
3593
$566K ﹤0.01%
25,817
+3,125
3594
$566K ﹤0.01%
13,975
+7,841
3595
$566K ﹤0.01%
27,810
+13,855
3596
$565K ﹤0.01%
55,659
-1,201
3597
$564K ﹤0.01%
26,725
+13,546
3598
$564K ﹤0.01%
28,241
+242
3599
$561K ﹤0.01%
14,553
-2,035
3600
$560K ﹤0.01%
7,761
-58,196
142 143
144
145 146