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
4951
$67K ﹤0.01%
31,284
+9,133
4952
$67K ﹤0.01%
2,370
+465
4953
$67K ﹤0.01%
3,333
-378
4954
$67K ﹤0.01%
2,698
-4,170
4955
$66K ﹤0.01%
7,998
-3,847
4956
$66K ﹤0.01%
3,559
+798
4957
$66K ﹤0.01%
3,163
+652
4958
$66K ﹤0.01%
7,038
+4,983
4959
$66K ﹤0.01%
19,559
-33,078
4960
$66K ﹤0.01%
2,865
+791
4961
$66K ﹤0.01%
+6,452
4962
$66K ﹤0.01%
+2,945
4963
$65K ﹤0.01%
2,028
+1,139
4964
$65K ﹤0.01%
132
-21
4965
$65K ﹤0.01%
2,006
-49
4966
$65K ﹤0.01%
+2,543
4967
$65K ﹤0.01%
1,390
-1,137
4968
$65K ﹤0.01%
1,944
-435
4969
$65K ﹤0.01%
2,392
-1,667
4970
$65K ﹤0.01%
+5,200
4971
$65K ﹤0.01%
+5,007
4972
$65K ﹤0.01%
3,495
+2,243
4973
$64K ﹤0.01%
17,926
+10,913
4974
$64K ﹤0.01%
10,000
-2,444
4975
$64K ﹤0.01%
1,088
+267
197 198
199
200 201