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
4026
$295K ﹤0.01%
31,867
+11,921
4027
$294K ﹤0.01%
16,562
-32,790
4028
$293K ﹤0.01%
17,840
-532
4029
$293K ﹤0.01%
10,554
-9,817
4030
$293K ﹤0.01%
+9,420
4031
$292K ﹤0.01%
6,831
+1,529
4032
$291K ﹤0.01%
+2,702
4033
$291K ﹤0.01%
27,280
+22,280
4034
$291K ﹤0.01%
14,486
-5,798
4035
$290K ﹤0.01%
12,274
+6,557
4036
$290K ﹤0.01%
7,284
+1,023
4037
$290K ﹤0.01%
27,301
-7,699
4038
$289K ﹤0.01%
19,118
+14,136
4039
$289K ﹤0.01%
+10,355
4040
$288K ﹤0.01%
95
-46
4041
$288K ﹤0.01%
36,123
+22,744
4042
$288K ﹤0.01%
3,561
+2,346
4043
$288K ﹤0.01%
2,584
+1,390
4044
$287K ﹤0.01%
+5,651
4045
$286K ﹤0.01%
18,525
+6,493
4046
$286K ﹤0.01%
2,005
-2,178
4047
$285K ﹤0.01%
23,397
+9,512
4048
$284K ﹤0.01%
+26,184
4049
$284K ﹤0.01%
9,342
-84
4050
$284K ﹤0.01%
10,426
+10,181
160 161
162
163 164