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
4126
$257K ﹤0.01%
+20,965
4127
$256K ﹤0.01%
15,293
+2,342
4128
$255K ﹤0.01%
18,979
-242,798
4129
$255K ﹤0.01%
39,042
+37,990
4130
$254K ﹤0.01%
14,554
+205
4131
$253K ﹤0.01%
80,000
+56,600
4132
$252K ﹤0.01%
+16,876
4133
$252K ﹤0.01%
56,801
+52,089
4134
$252K ﹤0.01%
20,597
+6,455
4135
$250K ﹤0.01%
47,413
-1,140,997
4136
$250K ﹤0.01%
2,708
+556
4137
$249K ﹤0.01%
2,336
+69
4138
$249K ﹤0.01%
4,096
-1,129
4139
$249K ﹤0.01%
13,799
+6,161
4140
$249K ﹤0.01%
24,212
-28,463
4141
$248K ﹤0.01%
22,475
+2,358
4142
$247K ﹤0.01%
54,049
+11,786
4143
$247K ﹤0.01%
13,409
+4,722
4144
$247K ﹤0.01%
3,569
+2,652
4145
$247K ﹤0.01%
6,233
+710
4146
$246K ﹤0.01%
+261
4147
$246K ﹤0.01%
2,255
+1,086
4148
$246K ﹤0.01%
30,201
-3,597
4149
$246K ﹤0.01%
13,244
+10,131
4150
$245K ﹤0.01%
9,590
+7,923
164 165
166
167 168