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
3726
$468K ﹤0.01%
10,194
-1,269
3727
$468K ﹤0.01%
8,036
-3,704
3728
$467K ﹤0.01%
3,989
+3,629
3729
$467K ﹤0.01%
12,911
-9,089
3730
$467K ﹤0.01%
8,112
-5,243
3731
$466K ﹤0.01%
23,833
+22,168
3732
$466K ﹤0.01%
177,165
-25,666
3733
$465K ﹤0.01%
17,566
+10,622
3734
$465K ﹤0.01%
36,743
+2,519
3735
$464K ﹤0.01%
+8,546
3736
$464K ﹤0.01%
+8,025
3737
$464K ﹤0.01%
34,693
+8,544
3738
$462K ﹤0.01%
41,569
-4,029
3739
$456K ﹤0.01%
36
+1
3740
$456K ﹤0.01%
28,952
+178
3741
$453K ﹤0.01%
6,362
-611
3742
$453K ﹤0.01%
31,931
-5,118
3743
$452K ﹤0.01%
25,427
-33,254
3744
$451K ﹤0.01%
10,369
+4,072
3745
$450K ﹤0.01%
12,465
-25,389
3746
$450K ﹤0.01%
6,781
-920
3747
$450K ﹤0.01%
25,175
+1,624
3748
$449K ﹤0.01%
21,711
+17,692
3749
$448K ﹤0.01%
20,716
+9,773
3750
$448K ﹤0.01%
3,644
-13,547
148 149
150
151 152