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
4326
$183K ﹤0.01%
24,474
+19,721
4327
$183K ﹤0.01%
70,962
-4,309
4328
$182K ﹤0.01%
6,170
+3,221
4329
$182K ﹤0.01%
7,423
+3,636
4330
$181K ﹤0.01%
12,075
4331
$180K ﹤0.01%
2,142
-557
4332
$180K ﹤0.01%
+17,500
4333
$180K ﹤0.01%
16,040
-1,000
4334
$180K ﹤0.01%
5,711
-545
4335
$179K ﹤0.01%
+9,031
4336
$178K ﹤0.01%
11,446
+2,058
4337
$178K ﹤0.01%
4,062
+312
4338
$177K ﹤0.01%
69,837
-4,843
4339
$177K ﹤0.01%
10,063
+4,277
4340
$177K ﹤0.01%
1,172
+1,116
4341
$177K ﹤0.01%
16,251
+4,284
4342
$177K ﹤0.01%
13,074
+2,785
4343
$176K ﹤0.01%
6,758
-200
4344
$176K ﹤0.01%
+329
4345
$176K ﹤0.01%
1,880
+536
4346
$175K ﹤0.01%
7,254
-134
4347
$175K ﹤0.01%
856
+749
4348
$175K ﹤0.01%
6,730
+5,321
4349
$174K ﹤0.01%
4,120
+3,983
4350
$174K ﹤0.01%
109,260
-77,608
172 173
174
175 176