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
4901
$74K ﹤0.01%
1,850
4902
$74K ﹤0.01%
+1,342
4903
$74K ﹤0.01%
2,190
+330
4904
$74K ﹤0.01%
4,494
-784
4905
$74K ﹤0.01%
1,870
+309
4906
$74K ﹤0.01%
1,611
+28
4907
$74K ﹤0.01%
+4,754
4908
$74K ﹤0.01%
16,704
+8,494
4909
$74K ﹤0.01%
2,829
+23
4910
$74K ﹤0.01%
2,636
-15,091
4911
$73K ﹤0.01%
3,845
+500
4912
$73K ﹤0.01%
50,754
+47,767
4913
$73K ﹤0.01%
21,355
-11,364
4914
$73K ﹤0.01%
13,626
+3,751
4915
$72K ﹤0.01%
1,678
-499
4916
$72K ﹤0.01%
12,016
-786
4917
$72K ﹤0.01%
+6,834
4918
$72K ﹤0.01%
3,103
+2,165
4919
$72K ﹤0.01%
704
-76
4920
$72K ﹤0.01%
2,106
+1,995
4921
$72K ﹤0.01%
+3,282
4922
$72K ﹤0.01%
+2,202
4923
$71K ﹤0.01%
3,218
+1,649
4924
$71K ﹤0.01%
10,913
+313
4925
$71K ﹤0.01%
611
+298
195 196
197
198 199