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
4576
$122K ﹤0.01%
211
+128
4577
$122K ﹤0.01%
+3,606
4578
$122K ﹤0.01%
2,831
+2,402
4579
$122K ﹤0.01%
3,684
+125
4580
$121K ﹤0.01%
79,033
+45,150
4581
$121K ﹤0.01%
6,429
+1,183
4582
$121K ﹤0.01%
4,463
-1,040
4583
$121K ﹤0.01%
1,061
+883
4584
$121K ﹤0.01%
6,427
+5,777
4585
$121K ﹤0.01%
+2,250
4586
$121K ﹤0.01%
18,076
+13,897
4587
$120K ﹤0.01%
7,069
-358
4588
$120K ﹤0.01%
4,425
+854
4589
$120K ﹤0.01%
5,689
+3,909
4590
$119K ﹤0.01%
1,811
+47
4591
$119K ﹤0.01%
5,764
+3,774
4592
$119K ﹤0.01%
24,563
+1,419
4593
$119K ﹤0.01%
+4,573
4594
$119K ﹤0.01%
6,229
-10,608
4595
$118K ﹤0.01%
2,482
-228
4596
$118K ﹤0.01%
3,805
+3,776
4597
$118K ﹤0.01%
8,134
+1,723
4598
$118K ﹤0.01%
13,562
-41,742
4599
$117K ﹤0.01%
30,095
-89,675
4600
$117K ﹤0.01%
14,895
-1,085
182 183
184
185 186