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
4176
$237K ﹤0.01%
4,398
-2,295
4177
$237K ﹤0.01%
19,925
+10,833
4178
$237K ﹤0.01%
83,557
-811
4179
$236K ﹤0.01%
3,077
+379
4180
$236K ﹤0.01%
6,205
-790
4181
$236K ﹤0.01%
2,070
+777
4182
$236K ﹤0.01%
3,699
+1,077
4183
$235K ﹤0.01%
12,730
+6,653
4184
$235K ﹤0.01%
46,767
+8,315
4185
$235K ﹤0.01%
14,754
-3,711
4186
$233K ﹤0.01%
1,923
-1,058
4187
$233K ﹤0.01%
13,040
-7,227
4188
$233K ﹤0.01%
+7,221
4189
$233K ﹤0.01%
16,101
-21,388
4190
$232K ﹤0.01%
1,761
-837
4191
$232K ﹤0.01%
+442
4192
$231K ﹤0.01%
9,142
+800
4193
$231K ﹤0.01%
12,985
-30,409
4194
$229K ﹤0.01%
5,567
+540
4195
$229K ﹤0.01%
1,002
+476
4196
$228K ﹤0.01%
6,987
+1,353
4197
$228K ﹤0.01%
22,254
+8,261
4198
$228K ﹤0.01%
21,351
-3,649
4199
$228K ﹤0.01%
12,676
+11,473
4200
$227K ﹤0.01%
22,063
-80,904
166 167
168
169 170