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
3776
$431K ﹤0.01%
61,387
-171,953
3777
$430K ﹤0.01%
7,343
+456
3778
$430K ﹤0.01%
24,697
-6,519
3779
$429K ﹤0.01%
2,095
-435
3780
$427K ﹤0.01%
22,185
-8,457
3781
$427K ﹤0.01%
22,843
+9,104
3782
$427K ﹤0.01%
11,738
+7,738
3783
$424K ﹤0.01%
12,982
-22,613
3784
$424K ﹤0.01%
92,340
+15,611
3785
$424K ﹤0.01%
2,423
-10,797
3786
$424K ﹤0.01%
8,233
+7,759
3787
$424K ﹤0.01%
5,775
-62,385
3788
$423K ﹤0.01%
41,901
-44,999
3789
$423K ﹤0.01%
7,352
-140
3790
$423K ﹤0.01%
4,146
-334
3791
$422K ﹤0.01%
26,180
+23,803
3792
$421K ﹤0.01%
21,313
+2,863
3793
$421K ﹤0.01%
6,332
-595
3794
$421K ﹤0.01%
74,691
+1,606
3795
$421K ﹤0.01%
17,039
-1,641
3796
$421K ﹤0.01%
9,721
+7,256
3797
$420K ﹤0.01%
14,732
-76
3798
$420K ﹤0.01%
29,009
-4,220
3799
$419K ﹤0.01%
8,015
+5,059
3800
$419K ﹤0.01%
14,454
-2,757
150 151
152
153 154