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
4351
$173K ﹤0.01%
1,750
+1,057
4352
$173K ﹤0.01%
+6,932
4353
$173K ﹤0.01%
5,566
+4,647
4354
$173K ﹤0.01%
1,719
+919
4355
$173K ﹤0.01%
2,351
-4
4356
$172K ﹤0.01%
5,785
+170
4357
$172K ﹤0.01%
6,638
+6,039
4358
$172K ﹤0.01%
5,759
+5,188
4359
$172K ﹤0.01%
5,456
+4,756
4360
$172K ﹤0.01%
17,645
+2,580
4361
$172K ﹤0.01%
5,759
+3,680
4362
$171K ﹤0.01%
8,668
+4,664
4363
$171K ﹤0.01%
7,163
-1,272
4364
$171K ﹤0.01%
4,785
+3,530
4365
$171K ﹤0.01%
+312
4366
$171K ﹤0.01%
+16,223
4367
$171K ﹤0.01%
4,522
+345
4368
$170K ﹤0.01%
12,650
+9,436
4369
$170K ﹤0.01%
5,510
+4,758
4370
$170K ﹤0.01%
6,162
+4,997
4371
$170K ﹤0.01%
25,817
-25,586
4372
$169K ﹤0.01%
4,916
+1,723
4373
$169K ﹤0.01%
254
+136
4374
$169K ﹤0.01%
12,676
+11,506
4375
$169K ﹤0.01%
5,788
-8,032
173 174
175
176 177