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
4401
$161K ﹤0.01%
12,276
+2,936
4402
$161K ﹤0.01%
+15,690
4403
$160K ﹤0.01%
17,613
+3,273
4404
$160K ﹤0.01%
11,195
+3,263
4405
$160K ﹤0.01%
1,013
-1,414
4406
$159K ﹤0.01%
6,154
+4,463
4407
$159K ﹤0.01%
+4,911
4408
$159K ﹤0.01%
4,285
-21,160
4409
$159K ﹤0.01%
22,356
-248,278
4410
$159K ﹤0.01%
14,688
-7,040
4411
$159K ﹤0.01%
6,177
+800
4412
$159K ﹤0.01%
25,777
+24,477
4413
$159K ﹤0.01%
+13,739
4414
$159K ﹤0.01%
+15,000
4415
$158K ﹤0.01%
4,957
-433
4416
$158K ﹤0.01%
13,197
+1,107
4417
$158K ﹤0.01%
17,651
+2,546
4418
$158K ﹤0.01%
22,686
-10,183
4419
$157K ﹤0.01%
4,686
-223
4420
$157K ﹤0.01%
16,005
+710
4421
$156K ﹤0.01%
16,147
+6,906
4422
$156K ﹤0.01%
14,751
+7,901
4423
$156K ﹤0.01%
19,579
+12,575
4424
$156K ﹤0.01%
+14,789
4425
$156K ﹤0.01%
11,621
-1,596
175 176
177
178 179