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
4876
$78K ﹤0.01%
1,764
+1,262
4877
$78K ﹤0.01%
5,335
-1,177
4878
$77K ﹤0.01%
1,190
+1,106
4879
$77K ﹤0.01%
32,020
+12,622
4880
$77K ﹤0.01%
3,182
+1,922
4881
$77K ﹤0.01%
7,210
+3,210
4882
$77K ﹤0.01%
2,700
+1,200
4883
$77K ﹤0.01%
2,552
+1,053
4884
$77K ﹤0.01%
2,944
+1,049
4885
$77K ﹤0.01%
1,180
+358
4886
$77K ﹤0.01%
3,712
+3,362
4887
$77K ﹤0.01%
+1,500
4888
$77K ﹤0.01%
6,161
+1,357
4889
$77K ﹤0.01%
11,250
-498
4890
$76K ﹤0.01%
1,548
+1,217
4891
$76K ﹤0.01%
3,347
-1,584
4892
$76K ﹤0.01%
30,123
-7,081
4893
$76K ﹤0.01%
17,402
+12,780
4894
$76K ﹤0.01%
5,227
-1,207
4895
$75K ﹤0.01%
5,446
-1,132
4896
$75K ﹤0.01%
4,120
-16,080
4897
$75K ﹤0.01%
2,896
-421
4898
$75K ﹤0.01%
11,273
-24,054
4899
$74K ﹤0.01%
4,774
+4,274
4900
$74K ﹤0.01%
3,719
+2,605
194 195
196
197 198