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
4751
$94K ﹤0.01%
6,892
+342
4752
$93K ﹤0.01%
15,613
+13,038
4753
$93K ﹤0.01%
1,341
+855
4754
$93K ﹤0.01%
17,707
+2,621
4755
$93K ﹤0.01%
6,088
+5,767
4756
$93K ﹤0.01%
1,323
-10
4757
$92K ﹤0.01%
4,282
+2,945
4758
$92K ﹤0.01%
+8,495
4759
$92K ﹤0.01%
5,134
+1,379
4760
$91K ﹤0.01%
2,337
+1,404
4761
$91K ﹤0.01%
2,045
+1,334
4762
$91K ﹤0.01%
+1,905
4763
$91K ﹤0.01%
2,567
+2,082
4764
$91K ﹤0.01%
6,583
+1,742
4765
$91K ﹤0.01%
3,034
-84
4766
$90K ﹤0.01%
3,435
+678
4767
$90K ﹤0.01%
7,060
-6,951
4768
$90K ﹤0.01%
4,181
+141
4769
$89K ﹤0.01%
13,571
+10,073
4770
$89K ﹤0.01%
2,467
+1,023
4771
$89K ﹤0.01%
+3,523
4772
$89K ﹤0.01%
3,336
-1,824
4773
$89K ﹤0.01%
2,376
+1,938
4774
$89K ﹤0.01%
4,281
+1,961
4775
$89K ﹤0.01%
3,259
+1,500
189 190
191
192 193