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
4676
$104K ﹤0.01%
4,295
-9,960
4677
$104K ﹤0.01%
4,177
+1,821
4678
$104K ﹤0.01%
8,623
+7,813
4679
$104K ﹤0.01%
1,900
-4,464
4680
$104K ﹤0.01%
16,925
+15,891
4681
$104K ﹤0.01%
+4,102
4682
$103K ﹤0.01%
4,531
-1,134
4683
$103K ﹤0.01%
1,953
+1,924
4684
$103K ﹤0.01%
2,471
+1,017
4685
$103K ﹤0.01%
5,696
+2,539
4686
$103K ﹤0.01%
16,020
-552
4687
$102K ﹤0.01%
5,104
+3,925
4688
$102K ﹤0.01%
6,113
+3,697
4689
$102K ﹤0.01%
21,033
-19,197
4690
$102K ﹤0.01%
+9,441
4691
$102K ﹤0.01%
5,998
+1,768
4692
$101K ﹤0.01%
5,032
-4,996
4693
$101K ﹤0.01%
3,573
+1,842
4694
$101K ﹤0.01%
+2,655
4695
$101K ﹤0.01%
6,146
+2,843
4696
$101K ﹤0.01%
+962
4697
$101K ﹤0.01%
6,182
+3,840
4698
$100K ﹤0.01%
3,904
-9,468
4699
$100K ﹤0.01%
+1,987
4700
$100K ﹤0.01%
+1,496
186 187
188
189 190