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
4426
$155K ﹤0.01%
19,225
-41,135
4427
$155K ﹤0.01%
2,526
+1,955
4428
$155K ﹤0.01%
4,715
-6,238
4429
$155K ﹤0.01%
5,969
+5,070
4430
$155K ﹤0.01%
6,422
+1,715
4431
$155K ﹤0.01%
10,572
+489
4432
$154K ﹤0.01%
2,087
+1,910
4433
$154K ﹤0.01%
3,434
-16,386
4434
$154K ﹤0.01%
+15,000
4435
$154K ﹤0.01%
56,966
+11,145
4436
$153K ﹤0.01%
32,742
+13,271
4437
$153K ﹤0.01%
+15,000
4438
$153K ﹤0.01%
11,506
-5,437
4439
$153K ﹤0.01%
3,123
-4,588
4440
$152K ﹤0.01%
18,333
+11,257
4441
$152K ﹤0.01%
1,967
-2,233
4442
$152K ﹤0.01%
3,720
+76
4443
$151K ﹤0.01%
+629
4444
$151K ﹤0.01%
1,274
+805
4445
$151K ﹤0.01%
8,868
+6,572
4446
$150K ﹤0.01%
2,175
+2,077
4447
$150K ﹤0.01%
+18,241
4448
$150K ﹤0.01%
15,860
-3,428
4449
$150K ﹤0.01%
+27,425
4450
$150K ﹤0.01%
10,136
-1,188
176 177
178
179 180