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
4476
$145K ﹤0.01%
1,014
+865
4477
$145K ﹤0.01%
2,304
-4,461
4478
$145K ﹤0.01%
15,518
+12,400
4479
$145K ﹤0.01%
2,195
+350
4480
$144K ﹤0.01%
6,376
+4,728
4481
$144K ﹤0.01%
8,586
-117
4482
$144K ﹤0.01%
5,412
-5,396
4483
$144K ﹤0.01%
13,061
-10,749
4484
$143K ﹤0.01%
5,652
-17,815
4485
$143K ﹤0.01%
+2,079
4486
$143K ﹤0.01%
19,767
-2,731
4487
$142K ﹤0.01%
55,734
+6,522
4488
$142K ﹤0.01%
7,256
+6,040
4489
$142K ﹤0.01%
4,751
-14,933
4490
$141K ﹤0.01%
11,073
+8,011
4491
$141K ﹤0.01%
9,857
-17
4492
$140K ﹤0.01%
11,141
+1,469
4493
$140K ﹤0.01%
1,650
+1,605
4494
$140K ﹤0.01%
+1,778
4495
$140K ﹤0.01%
8,947
+5,897
4496
$140K ﹤0.01%
1,290
+670
4497
$140K ﹤0.01%
4,796
+3,490
4498
$139K ﹤0.01%
3,951
+970
4499
$139K ﹤0.01%
25,835
+6,333
4500
$139K ﹤0.01%
43,758
-117
178 179
180
181 182