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
4926
$71K ﹤0.01%
55,714
+17,969
4927
$70K ﹤0.01%
15,123
+9,946
4928
$70K ﹤0.01%
6,151
-59,640
4929
$70K ﹤0.01%
2,236
+1,636
4930
$70K ﹤0.01%
1,539
+179
4931
$70K ﹤0.01%
8,070
+214
4932
$70K ﹤0.01%
12,081
-6,147
4933
$69K ﹤0.01%
2,329
-800
4934
$69K ﹤0.01%
148
-8
4935
$69K ﹤0.01%
5,156
-5,259
4936
$69K ﹤0.01%
+2,305
4937
$69K ﹤0.01%
+2,552
4938
$69K ﹤0.01%
+7,500
4939
$69K ﹤0.01%
1,633
+1,117
4940
$69K ﹤0.01%
15,496
+15,073
4941
$68K ﹤0.01%
1,861
+825
4942
$68K ﹤0.01%
+8,656
4943
$68K ﹤0.01%
2,817
-436
4944
$68K ﹤0.01%
4,017
+3,023
4945
$68K ﹤0.01%
5,996
+4,842
4946
$68K ﹤0.01%
+2,002
4947
$67K ﹤0.01%
1,323
-172
4948
$67K ﹤0.01%
4,444
+2,640
4949
$67K ﹤0.01%
2,129
+1,094
4950
$67K ﹤0.01%
1,664
+178
196 197
198
199 200