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
4601
$117K ﹤0.01%
11,377
-3,034
4602
$117K ﹤0.01%
11,495
+11,433
4603
$117K ﹤0.01%
3,595
+2,641
4604
$117K ﹤0.01%
5,315
+315
4605
$117K ﹤0.01%
1,848
-112
4606
$117K ﹤0.01%
8,333
+2,027
4607
$116K ﹤0.01%
1,756
-16,321
4608
$116K ﹤0.01%
4,940
+609
4609
$116K ﹤0.01%
2,053
-742
4610
$116K ﹤0.01%
+6,197
4611
$115K ﹤0.01%
5,994
+2,826
4612
$115K ﹤0.01%
4,142
+632
4613
$115K ﹤0.01%
+63
4614
$115K ﹤0.01%
82,662
+64,187
4615
$115K ﹤0.01%
+10,313
4616
$115K ﹤0.01%
190
-228
4617
$115K ﹤0.01%
4,472
-149
4618
$114K ﹤0.01%
4,028
-9,710
4619
$114K ﹤0.01%
3,527
-2,342
4620
$114K ﹤0.01%
5,544
-5,192
4621
$114K ﹤0.01%
+10,000
4622
$114K ﹤0.01%
3,939
+1,327
4623
$114K ﹤0.01%
3,087
+1,526
4624
$114K ﹤0.01%
10,589
+9,342
4625
$113K ﹤0.01%
1,735
+4
183 184
185
186 187