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
3901
$360K ﹤0.01%
+35,000
3902
$360K ﹤0.01%
+34,257
3903
$359K ﹤0.01%
9,327
-49,674
3904
$359K ﹤0.01%
27,855
-9,950
3905
$359K ﹤0.01%
4,017
+225
3906
$359K ﹤0.01%
7,615
+1,604
3907
$359K ﹤0.01%
+35,000
3908
$357K ﹤0.01%
12,751
-2,554
3909
$357K ﹤0.01%
1,814
+323
3910
$356K ﹤0.01%
5,103
+710
3911
$355K ﹤0.01%
+1,219
3912
$352K ﹤0.01%
54,356
-39,572
3913
$352K ﹤0.01%
52,818
-5,685
3914
$351K ﹤0.01%
+6,312
3915
$351K ﹤0.01%
8,216
-1,831
3916
$351K ﹤0.01%
20,651
+9,099
3917
$351K ﹤0.01%
28,245
-12,255
3918
$350K ﹤0.01%
8,412
+7,873
3919
$350K ﹤0.01%
11,282
+7,372
3920
$350K ﹤0.01%
23,824
-10,092
3921
$348K ﹤0.01%
30,559
+3,185
3922
$348K ﹤0.01%
146,245
+26,472
3923
$347K ﹤0.01%
69,965
-28,826
3924
$346K ﹤0.01%
19,554
-24,264
3925
$346K ﹤0.01%
4,773
+1,352
155 156
157
158 159