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
3876
$381K ﹤0.01%
19,267
+5,531
3877
$380K ﹤0.01%
43,891
-35,907
3878
$380K ﹤0.01%
7,769
-5,671
3879
$379K ﹤0.01%
6,586
-4,498
3880
$379K ﹤0.01%
32,668
+9,333
3881
$379K ﹤0.01%
8,689
+6,925
3882
$378K ﹤0.01%
10,071
+7,726
3883
$378K ﹤0.01%
41,138
+258
3884
$376K ﹤0.01%
9,573
-16,614
3885
$376K ﹤0.01%
6,050
-98
3886
$376K ﹤0.01%
8,151
+1,580
3887
$376K ﹤0.01%
30,654
+10,122
3888
$373K ﹤0.01%
9,699
+2,182
3889
$372K ﹤0.01%
5,607
+3,425
3890
$372K ﹤0.01%
6,618
+696
3891
$372K ﹤0.01%
150,611
+70,080
3892
$371K ﹤0.01%
14,279
-9,279
3893
$370K ﹤0.01%
16,897
-866
3894
$369K ﹤0.01%
28,432
+231
3895
$366K ﹤0.01%
3,829
-158
3896
$365K ﹤0.01%
25,808
-15,548
3897
$365K ﹤0.01%
18,757
+5,234
3898
$364K ﹤0.01%
32,468
+13,696
3899
$363K ﹤0.01%
+35,310
3900
$361K ﹤0.01%
12,400
+7,232
154 155
156
157 158