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
4526
$133K ﹤0.01%
3,386
+1,405
4527
$133K ﹤0.01%
14,528
+5,286
4528
$133K ﹤0.01%
6,461
+3,535
4529
$132K ﹤0.01%
15,103
-1,530
4530
$132K ﹤0.01%
42,120
-192,184
4531
$132K ﹤0.01%
+50,000
4532
$131K ﹤0.01%
6,705
+4,933
4533
$131K ﹤0.01%
13,321
+12,571
4534
$131K ﹤0.01%
7,854
+829
4535
$131K ﹤0.01%
12,789
-1,314
4536
$131K ﹤0.01%
16,897
-11,978
4537
$130K ﹤0.01%
+1,205
4538
$130K ﹤0.01%
9,723
+42
4539
$130K ﹤0.01%
+13,190
4540
$130K ﹤0.01%
16,339
-8,785
4541
$129K ﹤0.01%
+17,873
4542
$129K ﹤0.01%
2,745
-10,222
4543
$129K ﹤0.01%
+3,572
4544
$129K ﹤0.01%
7,584
-13,250
4545
$129K ﹤0.01%
11,645
-352
4546
$128K ﹤0.01%
23,769
+9,669
4547
$128K ﹤0.01%
13,377
+5,924
4548
$128K ﹤0.01%
4,381
-1,010
4549
$128K ﹤0.01%
7,055
+5,247
4550
$128K ﹤0.01%
4,683
-65,894
180 181
182
183 184