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
3676
$500K ﹤0.01%
58,900
-3,200
3677
$499K ﹤0.01%
38,303
-51,060
3678
$496K ﹤0.01%
56,614
+6,427
3679
$496K ﹤0.01%
52,103
+24,228
3680
$496K ﹤0.01%
21,248
-364
3681
$496K ﹤0.01%
47,226
+16,303
3682
$494K ﹤0.01%
66,796
+26,012
3683
$494K ﹤0.01%
+36,052
3684
$492K ﹤0.01%
10,882
-74,702
3685
$491K ﹤0.01%
1,609
+1,596
3686
$491K ﹤0.01%
36,151
-3,167
3687
$491K ﹤0.01%
49,044
+48,844
3688
$490K ﹤0.01%
208,647
-652,341
3689
$487K ﹤0.01%
20,829
+17,550
3690
$487K ﹤0.01%
17,069
+8,107
3691
$487K ﹤0.01%
+103,754
3692
$486K ﹤0.01%
38,075
+27,651
3693
$486K ﹤0.01%
13,318
-92
3694
$485K ﹤0.01%
5,796
-461
3695
$484K ﹤0.01%
45,000
+18,878
3696
$483K ﹤0.01%
7,683
-1,694
3697
$483K ﹤0.01%
+4,412
3698
$483K ﹤0.01%
+44,203
3699
$482K ﹤0.01%
15,970
+829
3700
$482K ﹤0.01%
60,267
+1,940
146 147
148
149 150