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
3826
$406K ﹤0.01%
15,300
+14,043
3827
$405K ﹤0.01%
64,781
-44,755
3828
$405K ﹤0.01%
16,818
+5,868
3829
$404K ﹤0.01%
27,929
+11,526
3830
$404K ﹤0.01%
87,836
-113,340
3831
$403K ﹤0.01%
47,683
-35,765
3832
$403K ﹤0.01%
2,731
+2,610
3833
$402K ﹤0.01%
10,801
-2,231
3834
$402K ﹤0.01%
6,048
+118
3835
$402K ﹤0.01%
27,373
+6,786
3836
$402K ﹤0.01%
116,833
-373,996
3837
$402K ﹤0.01%
734
+514
3838
$401K ﹤0.01%
11,981
-1,488
3839
$401K ﹤0.01%
50
+45
3840
$399K ﹤0.01%
14,746
+1,094
3841
$399K ﹤0.01%
166,839
-1,298
3842
$398K ﹤0.01%
49,243
+3,378
3843
$398K ﹤0.01%
8,873
+2,556
3844
$397K ﹤0.01%
21,940
+12,734
3845
$397K ﹤0.01%
28,052
-18,823
3846
$397K ﹤0.01%
92,927
+25,769
3847
$396K ﹤0.01%
46,102
+1,494
3848
$395K ﹤0.01%
5,150
-132
3849
$395K ﹤0.01%
9,000
-224
3850
$395K ﹤0.01%
4,844
-790
152 153
154
155 156