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
4701
$100K ﹤0.01%
1,572
-1,074
4702
$100K ﹤0.01%
1,581
+21
4703
$100K ﹤0.01%
2,039
+286
4704
$100K ﹤0.01%
52
-753
4705
$99K ﹤0.01%
6,554
+2,405
4706
$99K ﹤0.01%
4,423
+3,086
4707
$99K ﹤0.01%
5,085
-5,194
4708
$99K ﹤0.01%
514
+142
4709
$99K ﹤0.01%
1,072
-168
4710
$99K ﹤0.01%
10,072
+1,267
4711
$99K ﹤0.01%
3,737
+1,608
4712
$98K ﹤0.01%
2,600
-5,843
4713
$98K ﹤0.01%
5,915
+298
4714
$98K ﹤0.01%
14,646
-1,914
4715
$98K ﹤0.01%
6,922
-1,421
4716
$98K ﹤0.01%
+8,457
4717
$98K ﹤0.01%
1,902
+46
4718
$97K ﹤0.01%
1,952
+1,657
4719
$97K ﹤0.01%
8,033
+1,556
4720
$96K ﹤0.01%
1,921
+1,805
4721
$96K ﹤0.01%
4,938
+4,323
4722
$96K ﹤0.01%
4,323
+2,923
4723
$96K ﹤0.01%
7,840
+3,441
4724
$96K ﹤0.01%
21,657
-2,554
4725
$96K ﹤0.01%
2,179
+998
187 188
189
190 191