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
4776
$88K ﹤0.01%
28,121
+169
4777
$88K ﹤0.01%
6,036
-386
4778
$88K ﹤0.01%
2,657
+1,283
4779
$88K ﹤0.01%
2,290
+346
4780
$88K ﹤0.01%
1,887
-675
4781
$88K ﹤0.01%
2,368
+907
4782
$88K ﹤0.01%
3,120
+441
4783
$88K ﹤0.01%
6,187
+2,404
4784
$88K ﹤0.01%
16,000
4785
$88K ﹤0.01%
6,383
+5,586
4786
$88K ﹤0.01%
+10,367
4787
$87K ﹤0.01%
+19
4788
$87K ﹤0.01%
2,815
+1,986
4789
$87K ﹤0.01%
5,929
+3,803
4790
$86K ﹤0.01%
8,045
+53
4791
$86K ﹤0.01%
3,613
-42,101
4792
$86K ﹤0.01%
7,303
+209
4793
$86K ﹤0.01%
1,785
+163
4794
$86K ﹤0.01%
2,706
+239
4795
$86K ﹤0.01%
11,598
+861
4796
$86K ﹤0.01%
+1,585
4797
$86K ﹤0.01%
2,681
4798
$86K ﹤0.01%
548
-4,322
4799
$86K ﹤0.01%
6,018
-4,431
4800
$85K ﹤0.01%
6,342
-1,000
190 191
192
193 194