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
4301
$189K ﹤0.01%
2,020
-266
4302
$189K ﹤0.01%
22,399
+12,169
4303
$189K ﹤0.01%
7
+5
4304
$189K ﹤0.01%
7,554
-289
4305
$188K ﹤0.01%
14,582
+7,798
4306
$188K ﹤0.01%
+4,630
4307
$188K ﹤0.01%
4,517
+2,778
4308
$187K ﹤0.01%
5,693
-2,155
4309
$187K ﹤0.01%
3,264
+2,197
4310
$187K ﹤0.01%
17,176
-29,593
4311
$186K ﹤0.01%
2,602
-1,711
4312
$186K ﹤0.01%
2,599
+1,416
4313
$186K ﹤0.01%
8,954
+3,125
4314
$185K ﹤0.01%
13,824
-9,204
4315
$185K ﹤0.01%
55,505
-45,846
4316
$185K ﹤0.01%
35,578
-13,744
4317
$185K ﹤0.01%
+2,631
4318
$185K ﹤0.01%
2,581
+1,158
4319
$184K ﹤0.01%
9,784
+4,695
4320
$184K ﹤0.01%
9,278
+1,548
4321
$184K ﹤0.01%
14,053
-1,121,671
4322
$184K ﹤0.01%
7,371
+3,585
4323
$183K ﹤0.01%
30,723
+18,409
4324
$183K ﹤0.01%
+20,170
4325
$183K ﹤0.01%
23,585
-14,010
171 172
173
174 175