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
4651
$108K ﹤0.01%
7,114
-386
4652
$108K ﹤0.01%
6,919
+4,459
4653
$108K ﹤0.01%
5,885
+4,111
4654
$108K ﹤0.01%
1,077
+1,009
4655
$108K ﹤0.01%
10,000
-25,000
4656
$108K ﹤0.01%
16,606
-26,453
4657
$107K ﹤0.01%
1,853
+570
4658
$107K ﹤0.01%
3,972
+2,642
4659
$107K ﹤0.01%
2,397
+145
4660
$107K ﹤0.01%
1,854
+446
4661
$106K ﹤0.01%
23,792
-1,123
4662
$106K ﹤0.01%
14,333
-9,314
4663
$106K ﹤0.01%
2,103
-184
4664
$106K ﹤0.01%
+2,885
4665
$106K ﹤0.01%
22,739
+10,578
4666
$105K ﹤0.01%
12,712
-1,948
4667
$105K ﹤0.01%
299
+105
4668
$105K ﹤0.01%
2,412
-1,858
4669
$105K ﹤0.01%
2,254
+454
4670
$105K ﹤0.01%
468
-305
4671
$104K ﹤0.01%
9,010
+1,202
4672
$104K ﹤0.01%
5,092
+4,373
4673
$104K ﹤0.01%
18,131
+7,619
4674
$104K ﹤0.01%
4,195
+1,058
4675
$104K ﹤0.01%
+4,087
185 186
187
188 189