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
4151
$245K ﹤0.01%
4,925
+374
4152
$245K ﹤0.01%
10,126
-1,386
4153
$244K ﹤0.01%
14,854
-2,617
4154
$244K ﹤0.01%
+26,601
4155
$243K ﹤0.01%
14,639
+1,576
4156
$243K ﹤0.01%
5,472
+4,669
4157
$243K ﹤0.01%
7,741
+6,519
4158
$242K ﹤0.01%
20,980
-1,751
4159
$242K ﹤0.01%
2,418
+1,856
4160
$242K ﹤0.01%
+30,847
4161
$241K ﹤0.01%
+11,262
4162
$241K ﹤0.01%
4,894
+3,220
4163
$241K ﹤0.01%
23,359
+21,467
4164
$241K ﹤0.01%
13,061
-749
4165
$241K ﹤0.01%
26,283
+6,283
4166
$240K ﹤0.01%
17,921
+9,123
4167
$240K ﹤0.01%
14,485
+6,250
4168
$239K ﹤0.01%
32,772
-3,137
4169
$239K ﹤0.01%
6,324
+1,560
4170
$239K ﹤0.01%
15,299
+14,443
4171
$238K ﹤0.01%
17,813
-461
4172
$238K ﹤0.01%
78,056
-100,974
4173
$238K ﹤0.01%
7,419
+1,805
4174
$238K ﹤0.01%
16,521
-427
4175
$238K ﹤0.01%
8,820
+2,805
165 166
167
168 169