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
3976
$321K ﹤0.01%
51,022
+12,425
3977
$319K ﹤0.01%
11,370
-116,049
3978
$319K ﹤0.01%
6,866
+5,701
3979
$318K ﹤0.01%
21,704
+2,277
3980
$317K ﹤0.01%
+31,856
3981
$317K ﹤0.01%
21,745
-39,885
3982
$317K ﹤0.01%
116,654
+101,372
3983
$316K ﹤0.01%
2,010
-172
3984
$316K ﹤0.01%
+30,192
3985
$316K ﹤0.01%
+25,486
3986
$315K ﹤0.01%
4,790
+1,129
3987
$315K ﹤0.01%
16,395
+15,825
3988
$314K ﹤0.01%
777
+717
3989
$314K ﹤0.01%
6,558
-1,504
3990
$312K ﹤0.01%
30,600
-26,506
3991
$312K ﹤0.01%
19,994
-5,170
3992
$311K ﹤0.01%
10,133
-1,536
3993
$311K ﹤0.01%
39,265
-601
3994
$310K ﹤0.01%
20,789
+18,772
3995
$310K ﹤0.01%
+9,377
3996
$310K ﹤0.01%
29,000
-22,408
3997
$309K ﹤0.01%
86,143
-332,628
3998
$309K ﹤0.01%
+30,000
3999
$308K ﹤0.01%
15,351
+10,489
4000
$308K ﹤0.01%
11,462
+1,780
158 159
160
161 162