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
4276
$200K ﹤0.01%
+25,000
4277
$199K ﹤0.01%
8,339
+3,715
4278
$198K ﹤0.01%
4,467
+4,082
4279
$198K ﹤0.01%
+1,385
4280
$198K ﹤0.01%
66,038
+28,381
4281
$198K ﹤0.01%
6,437
-2,348
4282
$197K ﹤0.01%
14,901
+10,513
4283
$197K ﹤0.01%
1,001
+217
4284
$196K ﹤0.01%
+24,037
4285
$196K ﹤0.01%
4,168
-1,258
4286
$196K ﹤0.01%
14,418
+12,991
4287
$195K ﹤0.01%
4,806
+620
4288
$194K ﹤0.01%
17,456
+9,283
4289
$194K ﹤0.01%
2,693
+1,268
4290
$193K ﹤0.01%
3,540
+1,788
4291
$193K ﹤0.01%
1,591
-1,354
4292
$193K ﹤0.01%
+17,112
4293
$192K ﹤0.01%
46,980
+3,781
4294
$191K ﹤0.01%
14,858
+1,238
4295
$190K ﹤0.01%
6,986
+4,973
4296
$190K ﹤0.01%
3,494
+2,799
4297
$190K ﹤0.01%
38,481
+38,032
4298
$190K ﹤0.01%
19,846
+18,881
4299
$190K ﹤0.01%
14,867
+3,762
4300
$190K ﹤0.01%
4,349
+794
170 171
172
173 174