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
4201
$226K ﹤0.01%
11,103
+3,440
4202
$226K ﹤0.01%
10,119
+1,941
4203
$226K ﹤0.01%
19,281
+13,986
4204
$226K ﹤0.01%
21,934
-9,802
4205
$225K ﹤0.01%
4,319
+2,540
4206
$224K ﹤0.01%
3,613
+3,382
4207
$224K ﹤0.01%
104,890
+1,311
4208
$224K ﹤0.01%
+20,612
4209
$224K ﹤0.01%
39,360
+38,284
4210
$223K ﹤0.01%
+20,000
4211
$222K ﹤0.01%
+13,372
4212
$222K ﹤0.01%
7,961
-25,760
4213
$222K ﹤0.01%
590
+161
4214
$222K ﹤0.01%
20,542
+4,633
4215
$221K ﹤0.01%
12,760
-3,475
4216
$221K ﹤0.01%
30,954
+29,284
4217
$220K ﹤0.01%
8,764
4218
$220K ﹤0.01%
33,978
-66,084
4219
$220K ﹤0.01%
19,981
+10,168
4220
$220K ﹤0.01%
19,231
-7,786
4221
$220K ﹤0.01%
+20,000
4222
$219K ﹤0.01%
8,767
+8,393
4223
$219K ﹤0.01%
8,555
+830
4224
$219K ﹤0.01%
5,290
-3,642
4225
$218K ﹤0.01%
6,550
-26,064
167 168
169
170 171