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
3601
$559K ﹤0.01%
+51,989
3602
$558K ﹤0.01%
19,623
+17,224
3603
$558K ﹤0.01%
46,050
-534
3604
$557K ﹤0.01%
30,595
+2,039
3605
$556K ﹤0.01%
35,444
+23,793
3606
$555K ﹤0.01%
25,770
+12,413
3607
$555K ﹤0.01%
7,299
-226
3608
$554K ﹤0.01%
18,300
+6,000
3609
$554K ﹤0.01%
28,922
-42,404
3610
$552K ﹤0.01%
20,278
+115
3611
$552K ﹤0.01%
32,129
-2,539
3612
$551K ﹤0.01%
65,355
-18,442
3613
$551K ﹤0.01%
10,338
+3,825
3614
$550K ﹤0.01%
14,320
-105
3615
$549K ﹤0.01%
21,092
-2,650
3616
$548K ﹤0.01%
8,114
-74,886
3617
$548K ﹤0.01%
6,343
-1,646
3618
$548K ﹤0.01%
17,108
-12,855
3619
$546K ﹤0.01%
26,313
+8,247
3620
$546K ﹤0.01%
36,592
+24
3621
$545K ﹤0.01%
3,266
-4,127
3622
$545K ﹤0.01%
17,614
-28,501
3623
$544K ﹤0.01%
36,009
-5,863
3624
$542K ﹤0.01%
16,292
-617
3625
$542K ﹤0.01%
12,133
-3,305
143 144
145
146 147