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
5076
$58K ﹤0.01%
2,307
+2,111
5077
$58K ﹤0.01%
9,095
5078
$57K ﹤0.01%
14,535
+7,431
5079
$57K ﹤0.01%
1,518
-2,356
5080
$57K ﹤0.01%
+4,510
5081
$57K ﹤0.01%
3,643
-43,524
5082
$57K ﹤0.01%
1,155
+1,056
5083
$57K ﹤0.01%
27,043
+22,577
5084
$57K ﹤0.01%
1,474
+1,352
5085
$57K ﹤0.01%
2,486
+549
5086
$57K ﹤0.01%
15,282
+9,986
5087
$56K ﹤0.01%
+345
5088
$56K ﹤0.01%
1,781
+1,191
5089
$56K ﹤0.01%
1,386
+371
5090
$56K ﹤0.01%
+4,398
5091
$56K ﹤0.01%
+4,234
5092
$56K ﹤0.01%
2,512
+2,491
5093
$56K ﹤0.01%
2,001
+1,160
5094
$56K ﹤0.01%
8,995
+7,444
5095
$56K ﹤0.01%
2,430
-65,731
5096
$56K ﹤0.01%
1,824
-65
5097
$55K ﹤0.01%
+4,848
5098
$55K ﹤0.01%
+2,188
5099
$55K ﹤0.01%
+1,325
5100
$55K ﹤0.01%
5,175
-141
202 203
204
205 206