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
4451
$149K ﹤0.01%
10,154
+7,062
4452
$149K ﹤0.01%
6,485
+1,081
4453
– –
0
4454
$149K ﹤0.01%
2,764
+2,463
4455
$149K ﹤0.01%
10,914
-66,879
4456
$149K ﹤0.01%
8,320
+5,946
4457
$148K ﹤0.01%
3,020
4458
$148K ﹤0.01%
3,718
+2,718
4459
$148K ﹤0.01%
2,482
-649
4460
$148K ﹤0.01%
738
+150
4461
$148K ﹤0.01%
17,161
+4,249
4462
$147K ﹤0.01%
14,586
+6,252
4463
$147K ﹤0.01%
4,938
+258
4464
$147K ﹤0.01%
3,034
-266
4465
$147K ﹤0.01%
5,253
-1,210
4466
$147K ﹤0.01%
3,442
+750
4467
$147K ﹤0.01%
2,017
+1,541
4468
$147K ﹤0.01%
9,684
+2,682
4469
$146K ﹤0.01%
4,847
-2,012
4470
$146K ﹤0.01%
1,837
+1,617
4471
$146K ﹤0.01%
172
+136
4472
$146K ﹤0.01%
4,693
+375
4473
$145K ﹤0.01%
6,863
-21,762
4474
$145K ﹤0.01%
4,993
-2,988
4475
$145K ﹤0.01%
1,668
+1,040
177 178
179
180 181