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
4051
$284K ﹤0.01%
13,321
-2,362
4052
$284K ﹤0.01%
9,255
-893
4053
$282K ﹤0.01%
22,535
+940
4054
$282K ﹤0.01%
9,881
+9,727
4055
$282K ﹤0.01%
2,340
+1,594
4056
$282K ﹤0.01%
17,170
+16,229
4057
$282K ﹤0.01%
+26,855
4058
$280K ﹤0.01%
18,504
+17,504
4059
$280K ﹤0.01%
3,617
+514
4060
$280K ﹤0.01%
10,025
+3,638
4061
$279K ﹤0.01%
17,543
+7,616
4062
$279K ﹤0.01%
+26,217
4063
$279K ﹤0.01%
1,270
+145
4064
$279K ﹤0.01%
+11,478
4065
$279K ﹤0.01%
103,901
-139,870
4066
$278K ﹤0.01%
14,347
+13,847
4067
$278K ﹤0.01%
11,837
-2,487
4068
$278K ﹤0.01%
+8,583
4069
$278K ﹤0.01%
15,988
+7,480
4070
$277K ﹤0.01%
18,608
+7,091
4071
$275K ﹤0.01%
68,614
+1,427
4072
$275K ﹤0.01%
5,212
+1,794
4073
$275K ﹤0.01%
6,136
-3,050
4074
$274K ﹤0.01%
+10,267
4075
$273K ﹤0.01%
17,174
+3,940
161 162
163
164 165