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
4076
$273K ﹤0.01%
8,768
+8,013
4077
$273K ﹤0.01%
36,686
-13,429
4078
$272K ﹤0.01%
18,241
+3,880
4079
$272K ﹤0.01%
3,051
+1,973
4080
$271K ﹤0.01%
24,000
-2,462
4081
$270K ﹤0.01%
22,944
+1,551
4082
$270K ﹤0.01%
+26,944
4083
$270K ﹤0.01%
14,411
+7,654
4084
$270K ﹤0.01%
105,176
+5,176
4085
$270K ﹤0.01%
23,818
+7,216
4086
$270K ﹤0.01%
+25,000
4087
$269K ﹤0.01%
+33,900
4088
$269K ﹤0.01%
+25,183
4089
$268K ﹤0.01%
+6,581
4090
$267K ﹤0.01%
3,513
-1,853
4091
$267K ﹤0.01%
4,617
+3,442
4092
$267K ﹤0.01%
2,406
-155
4093
$267K ﹤0.01%
4,520
+1,497
4094
$266K ﹤0.01%
24,272
-35,419
4095
$266K ﹤0.01%
14,426
+13,392
4096
$266K ﹤0.01%
1,294
+1,290
4097
$266K ﹤0.01%
13,998
-1,936
4098
$265K ﹤0.01%
15,452
-31,653
4099
$265K ﹤0.01%
+25,000
4100
$264K ﹤0.01%
11,863
+4,734
162 163
164
165 166