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
3626
$540K ﹤0.01%
11,409
-556
3627
$540K ﹤0.01%
12,476
+9,460
3628
$539K ﹤0.01%
12,485
-3,530
3629
$539K ﹤0.01%
21,011
-1,520
3630
$536K ﹤0.01%
15,329
+5,373
3631
$536K ﹤0.01%
58,971
+44,641
3632
$535K ﹤0.01%
24,281
-78,409
3633
$535K ﹤0.01%
26,742
+17,917
3634
$535K ﹤0.01%
43,089
+7,741
3635
$535K ﹤0.01%
22,978
-81,340
3636
$535K ﹤0.01%
28,225
-1,188
3637
$533K ﹤0.01%
52,499
-32,601
3638
$532K ﹤0.01%
8,351
+305
3639
$532K ﹤0.01%
13,843
+5,942
3640
$531K ﹤0.01%
14,879
+6,530
3641
$530K ﹤0.01%
26,214
+1,119
3642
$528K ﹤0.01%
25,652
-93,548
3643
$528K ﹤0.01%
39,124
+408
3644
$527K ﹤0.01%
+50,000
3645
$527K ﹤0.01%
16,968
-1,812
3646
$527K ﹤0.01%
57,655
+40,998
3647
$525K ﹤0.01%
41,437
+4,867
3648
$523K ﹤0.01%
113,336
+55,811
3649
$523K ﹤0.01%
+31,380
3650
$522K ﹤0.01%
+12,986
144 145
146
147 148