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
4726
$96K ﹤0.01%
104
+12
4727
$96K ﹤0.01%
624
+304
4728
$96K ﹤0.01%
4,259
+2,058
4729
$96K ﹤0.01%
+3,803
4730
$96K ﹤0.01%
2,871
-7,922
4731
$96K ﹤0.01%
3,550
-1,393
4732
$96K ﹤0.01%
3,773
-712
4733
$96K ﹤0.01%
786
-1,319
4734
$96K ﹤0.01%
132,596
+4,141
4735
$96K ﹤0.01%
1,825
+1,625
4736
$95K ﹤0.01%
6,789
-1,323
4737
$95K ﹤0.01%
3,000
+2,200
4738
$95K ﹤0.01%
3,651
+2,432
4739
$95K ﹤0.01%
4,385
+1,722
4740
$95K ﹤0.01%
3,215
+342
4741
$95K ﹤0.01%
35,377
+35,286
4742
$95K ﹤0.01%
9,288
-149,670
4743
$95K ﹤0.01%
2,365
+1,382
4744
$95K ﹤0.01%
5,977
-223
4745
$94K ﹤0.01%
2,450
+2,130
4746
$94K ﹤0.01%
5,492
+2,741
4747
$94K ﹤0.01%
6,161
+1,656
4748
$94K ﹤0.01%
+1,441
4749
$94K ﹤0.01%
47
-125
4750
$94K ﹤0.01%
1,817
+666
188 189
190
191 192