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
3751
$447K ﹤0.01%
8,388
+5,317
3752
$447K ﹤0.01%
14,371
-9,709
3753
$446K ﹤0.01%
10,264
+9,163
3754
$446K ﹤0.01%
10,150
-22,011
3755
$445K ﹤0.01%
41,870
-25,738
3756
$444K ﹤0.01%
22,209
+7,846
3757
$443K ﹤0.01%
39,727
+37,013
3758
$443K ﹤0.01%
20,355
+19,114
3759
$442K ﹤0.01%
+10,570
3760
$441K ﹤0.01%
31,942
-10,212
3761
$440K ﹤0.01%
50,968
-2,609
3762
$440K ﹤0.01%
+14,655
3763
$438K ﹤0.01%
38,758
-7,448
3764
$437K ﹤0.01%
28,255
-345
3765
$437K ﹤0.01%
33,000
-17,000
3766
$436K ﹤0.01%
12,604
+6,914
3767
$435K ﹤0.01%
102,910
+1,808
3768
$433K ﹤0.01%
22,392
+5,060
3769
$433K ﹤0.01%
34,497
+19,285
3770
$433K ﹤0.01%
14,435
+12,140
3771
$433K ﹤0.01%
627,973
-60,621
3772
$432K ﹤0.01%
57,640
+24,576
3773
$432K ﹤0.01%
39,033
-4,310
3774
$432K ﹤0.01%
22,729
+9,967
3775
$431K ﹤0.01%
24,992
+2,657
149 150
151
152 153