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
4101
$264K ﹤0.01%
1,529
+813
4102
$264K ﹤0.01%
13,481
+6,183
4103
$263K ﹤0.01%
25,475
+475
4104
$262K ﹤0.01%
74,590
+9,858
4105
$262K ﹤0.01%
29,282
-2,424
4106
$262K ﹤0.01%
20,595
+6,631
4107
$262K ﹤0.01%
1,221
+297
4108
$261K ﹤0.01%
15,300
-1,098
4109
$261K ﹤0.01%
25,234
+17,590
4110
$261K ﹤0.01%
7,525
+1,799
4111
$261K ﹤0.01%
7,122
+606
4112
$261K ﹤0.01%
5,202
+647
4113
$260K ﹤0.01%
28,036
-400
4114
$260K ﹤0.01%
11,664
+10,664
4115
$259K ﹤0.01%
6,293
+2,652
4116
$259K ﹤0.01%
12,420
-9,826
4117
$259K ﹤0.01%
8,978
+3,502
4118
$259K ﹤0.01%
3,190
-351
4119
$258K ﹤0.01%
6,372
+950
4120
$258K ﹤0.01%
12,517
-2,697
4121
$258K ﹤0.01%
19,751
+18,162
4122
$258K ﹤0.01%
+25,000
4123
$258K ﹤0.01%
8,431
+3,671
4124
$258K ﹤0.01%
25,000
4125
$257K ﹤0.01%
31
+29
163 164
165
166 167