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
3801
$419K ﹤0.01%
770
+196
3802
$419K ﹤0.01%
+1,832
3803
$418K ﹤0.01%
54,635
-17,297
3804
$417K ﹤0.01%
252,659
-222,919
3805
$417K ﹤0.01%
27,837
+27,001
3806
$417K ﹤0.01%
27,942
-7,222
3807
$417K ﹤0.01%
41,570
-4,101
3808
$416K ﹤0.01%
23,233
+7,804
3809
$415K ﹤0.01%
14,973
-2,413
3810
$415K ﹤0.01%
23,307
+7,505
3811
$415K ﹤0.01%
10,056
-174
3812
$415K ﹤0.01%
14,895
-20
3813
$415K ﹤0.01%
7,970
-579
3814
$414K ﹤0.01%
95,251
+1,328
3815
$414K ﹤0.01%
25,800
-5,009
3816
$414K ﹤0.01%
12,014
-12,416
3817
$414K ﹤0.01%
33,958
+23,740
3818
$412K ﹤0.01%
14,177
+5,099
3819
$412K ﹤0.01%
28,904
+22,450
3820
$411K ﹤0.01%
12,966
+9,370
3821
$411K ﹤0.01%
44,852
+22,692
3822
$409K ﹤0.01%
9,762
+2,809
3823
$408K ﹤0.01%
29,778
-1,119
3824
$408K ﹤0.01%
19,195
-54,634
3825
$407K ﹤0.01%
14,714
+4,277
151 152
153
154 155