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
4376
$168K ﹤0.01%
9,782
-6,732
4377
$168K ﹤0.01%
5,517
+5,397
4378
$167K ﹤0.01%
4,429
+1,268
4379
$167K ﹤0.01%
7,983
+3,972
4380
$166K ﹤0.01%
7,561
-3,536
4381
$166K ﹤0.01%
4,150
-517
4382
$166K ﹤0.01%
2,744
-306
4383
$166K ﹤0.01%
5,317
+4,762
4384
$165K ﹤0.01%
11,721
+2,538
4385
$165K ﹤0.01%
32,192
+1,404
4386
$165K ﹤0.01%
5,377
-136
4387
$165K ﹤0.01%
5,717
-10
4388
$164K ﹤0.01%
6,055
-7,905
4389
$164K ﹤0.01%
795
-112
4390
$164K ﹤0.01%
3,157
+757
4391
$163K ﹤0.01%
11,384
+3,709
4392
$163K ﹤0.01%
+15,000
4393
$163K ﹤0.01%
24,001
-54,590
4394
$163K ﹤0.01%
34,035
+27,462
4395
$163K ﹤0.01%
12,088
+3,279
4396
$163K ﹤0.01%
8,986
+5,779
4397
$162K ﹤0.01%
17,651
+8,448
4398
$162K ﹤0.01%
6,623
+3,646
4399
$162K ﹤0.01%
3,402
+1,899
4400
$161K ﹤0.01%
5,472
-7,682
174 175
176
177 178