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
5001
$62K ﹤0.01%
9,379
+7,283
5002
$62K ﹤0.01%
11,622
+9,757
5003
$62K ﹤0.01%
1,841
-17,187
5004
$62K ﹤0.01%
1,775
+1,508
5005
$62K ﹤0.01%
4,430
-1,478
5006
$62K ﹤0.01%
5,622
+4,525
5007
$62K ﹤0.01%
+2,066
5008
$62K ﹤0.01%
2,678
+1,549
5009
$62K ﹤0.01%
7,823
+7,517
5010
$62K ﹤0.01%
3,104
-4,082
5011
$62K ﹤0.01%
4,495
+3,707
5012
$61K ﹤0.01%
2,544
+721
5013
$61K ﹤0.01%
2,342
-1,888
5014
$61K ﹤0.01%
4,314
+1,502
5015
$61K ﹤0.01%
3,806
+2,570
5016
$61K ﹤0.01%
3,572
-800
5017
$61K ﹤0.01%
3,020
-517
5018
$61K ﹤0.01%
8,536
+8,024
5019
$61K ﹤0.01%
596
+485
5020
$61K ﹤0.01%
2,296
+64
5021
$61K ﹤0.01%
791
-250
5022
$61K ﹤0.01%
4,934
+1,588
5023
$61K ﹤0.01%
4,040
+1,040
5024
$60K ﹤0.01%
402
-157
5025
$60K ﹤0.01%
573
+352
199 200
201
202 203