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
3851
$395K ﹤0.01%
21,280
-10,603
3852
$394K ﹤0.01%
23,641
+1,234
3853
$393K ﹤0.01%
37,334
-62,835
3854
$393K ﹤0.01%
8,578
+5,982
3855
$393K ﹤0.01%
+37,561
3856
$393K ﹤0.01%
6,289
+2,924
3857
$392K ﹤0.01%
21,311
-2,715
3858
$391K ﹤0.01%
71,486
+1,983
3859
$391K ﹤0.01%
+27,312
3860
$390K ﹤0.01%
20,465
+6,410
3861
$389K ﹤0.01%
13,156
+7,281
3862
$389K ﹤0.01%
25,013
+1,940
3863
$389K ﹤0.01%
14,105
+10,761
3864
$388K ﹤0.01%
44,163
+503
3865
$387K ﹤0.01%
17,055
+5,586
3866
$385K ﹤0.01%
10,904
+394
3867
$385K ﹤0.01%
+36,156
3868
$385K ﹤0.01%
3,256
+2,652
3869
$383K ﹤0.01%
18,590
-3,278
3870
$383K ﹤0.01%
14,571
+3,760
3871
$383K ﹤0.01%
12,738
+6,652
3872
$382K ﹤0.01%
7,117
+432
3873
$382K ﹤0.01%
89,453
-110,711
3874
$381K ﹤0.01%
+37,000
3875
$381K ﹤0.01%
136,247
-33,816
153 154
155
156 157