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
4851
$80K ﹤0.01%
2,763
-688
4852
$80K ﹤0.01%
2,761
+52
4853
$80K ﹤0.01%
19,295
+2,182
4854
$79K ﹤0.01%
2,895
+2,564
4855
$79K ﹤0.01%
7,568
+7,186
4856
$79K ﹤0.01%
5,387
+370
4857
$79K ﹤0.01%
2,860
-9,417
4858
$79K ﹤0.01%
1,034
+912
4859
$79K ﹤0.01%
2,359
+1,500
4860
$79K ﹤0.01%
4,952
-4,300
4861
$79K ﹤0.01%
2,179
-113
4862
$79K ﹤0.01%
+982
4863
$79K ﹤0.01%
5,072
+2,510
4864
$79K ﹤0.01%
+5,198
4865
$78K ﹤0.01%
1,912
+548
4866
$78K ﹤0.01%
3,682
+2,315
4867
$78K ﹤0.01%
920
-13
4868
$78K ﹤0.01%
10,679
+10,079
4869
$78K ﹤0.01%
2,924
+1,176
4870
$78K ﹤0.01%
4,105
-594
4871
$78K ﹤0.01%
1,411
+527
4872
$78K ﹤0.01%
20,384
-12,338
4873
$78K ﹤0.01%
1,675
+967
4874
$78K ﹤0.01%
6,283
-11,247
4875
$78K ﹤0.01%
6,618
-795
193 194
195
196 197