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
4251
$209K ﹤0.01%
+19,528
4252
$209K ﹤0.01%
20,000
-5,000
4253
$209K ﹤0.01%
+9,960
4254
$209K ﹤0.01%
12,602
+3,575
4255
$208K ﹤0.01%
9,739
-308
4256
$208K ﹤0.01%
2,542
-4,489
4257
$208K ﹤0.01%
5,839
+313
4258
$208K ﹤0.01%
20,260
-31,300
4259
$207K ﹤0.01%
14,033
-2,135
4260
$206K ﹤0.01%
7,531
+2,721
4261
$206K ﹤0.01%
2,040
+1,096
4262
$206K ﹤0.01%
+20,000
4263
$205K ﹤0.01%
12,901
+7,498
4264
$205K ﹤0.01%
4,336
+2,699
4265
$205K ﹤0.01%
7,394
+7,010
4266
$205K ﹤0.01%
7,192
+4,938
4267
$205K ﹤0.01%
21,729
+9,101
4268
$204K ﹤0.01%
2,822
-6,562
4269
$201K ﹤0.01%
2,774
-62,448
4270
$201K ﹤0.01%
6,179
-261,836
4271
$201K ﹤0.01%
2,675
+28
4272
$201K ﹤0.01%
5,536
-712
4273
$200K ﹤0.01%
22,550
+11,453
4274
$200K ﹤0.01%
6,025
+5,576
4275
$200K ﹤0.01%
11,289
+4,371
169 170
171
172 173