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
3651
$522K ﹤0.01%
36,211
+3,422
3652
$521K ﹤0.01%
34,797
+1,972
3653
$520K ﹤0.01%
40,953
+28,446
3654
$520K ﹤0.01%
+43,659
3655
$520K ﹤0.01%
29,781
-7,775
3656
$519K ﹤0.01%
8,369
+636
3657
$518K ﹤0.01%
44,793
+9,793
3658
$517K ﹤0.01%
29,113
-410,434
3659
$516K ﹤0.01%
4,978
-1,028
3660
$515K ﹤0.01%
58,383
-51,203
3661
$514K ﹤0.01%
6,059
-6,221
3662
$513K ﹤0.01%
25,607
+13,565
3663
$511K ﹤0.01%
12,070
-126
3664
$509K ﹤0.01%
66,546
+63,154
3665
$509K ﹤0.01%
19,513
+7,298
3666
$508K ﹤0.01%
47,717
+5,777
3667
$507K ﹤0.01%
26,830
+11,500
3668
$507K ﹤0.01%
4,776
+264
3669
$507K ﹤0.01%
25,905
+9,103
3670
$506K ﹤0.01%
6,287
+2,160
3671
$505K ﹤0.01%
11,073
-90
3672
$504K ﹤0.01%
40,549
-20,923
3673
$503K ﹤0.01%
8,865
+3,553
3674
$503K ﹤0.01%
126,133
+96,519
3675
$502K ﹤0.01%
15,697
-8,931
145 146
147
148 149