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
3951
$333K ﹤0.01%
21,274
-3,604
3952
$333K ﹤0.01%
27,613
-28,226
3953
$333K ﹤0.01%
+7,642
3954
$333K ﹤0.01%
4,483
+4,184
3955
$333K ﹤0.01%
34,172
+14,488
3956
$332K ﹤0.01%
+30,000
3957
$331K ﹤0.01%
14,441
-2,920
3958
$331K ﹤0.01%
4,562
+206
3959
$331K ﹤0.01%
+32,326
3960
$330K ﹤0.01%
6,740
-2,135
3961
$330K ﹤0.01%
10,923
+10,329
3962
$328K ﹤0.01%
2,634
+293
3963
$327K ﹤0.01%
13,302
+3,230
3964
$326K ﹤0.01%
4,995
-206
3965
$326K ﹤0.01%
11,244
+10,405
3966
$325K ﹤0.01%
75,536
-8,700
3967
$324K ﹤0.01%
43,168
+3,286
3968
$324K ﹤0.01%
6,479
+405
3969
$324K ﹤0.01%
1,365
-353
3970
$323K ﹤0.01%
7,728
+1,610
3971
$323K ﹤0.01%
9,948
-81,962
3972
$322K ﹤0.01%
+31,206
3973
$322K ﹤0.01%
21,997
+20,675
3974
$321K ﹤0.01%
42,882
+19,491
3975
$321K ﹤0.01%
9,704
+5,237
157 158
159
160 161