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
4226
$218K ﹤0.01%
9,866
+723
4227
$218K ﹤0.01%
12,640
-3,368
4228
$217K ﹤0.01%
3,670
-2
4229
$217K ﹤0.01%
14,422
-2,966
4230
$217K ﹤0.01%
607
+560
4231
$217K ﹤0.01%
+20,576
4232
$216K ﹤0.01%
+20,000
4233
$215K ﹤0.01%
9,498
-1,574
4234
$215K ﹤0.01%
2,812
+1,269
4235
$215K ﹤0.01%
2,911
-7
4236
$215K ﹤0.01%
11,926
+9,385
4237
$214K ﹤0.01%
6,945
+1,057
4238
$214K ﹤0.01%
3,132
+338
4239
$214K ﹤0.01%
20,000
4240
$213K ﹤0.01%
38,429
-20,610
4241
$213K ﹤0.01%
+20,000
4242
$212K ﹤0.01%
31,840
+3,282
4243
$212K ﹤0.01%
24,911
+5,015
4244
$212K ﹤0.01%
10,406
+5,997
4245
$212K ﹤0.01%
3,742
+2,250
4246
$211K ﹤0.01%
6,671
-37,212
4247
$211K ﹤0.01%
23,527
+11,451
4248
$211K ﹤0.01%
19,377
-10,623
4249
$210K ﹤0.01%
14,284
+5,012
4250
$210K ﹤0.01%
+20,000
168 169
170
171 172