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
5126
$54K ﹤0.01%
2,518
-4,057
5127
$54K ﹤0.01%
4,351
+4,254
5128
$54K ﹤0.01%
2,381
-34,473
5129
$54K ﹤0.01%
14,706
+9,906
5130
$53K ﹤0.01%
2,684
5131
$53K ﹤0.01%
23,568
+20,572
5132
$53K ﹤0.01%
1,867
+1,704
5133
$53K ﹤0.01%
11,582
+10,007
5134
$53K ﹤0.01%
2,422
+622
5135
$53K ﹤0.01%
2,533
+2,178
5136
$53K ﹤0.01%
185
+11
5137
$53K ﹤0.01%
2,350
-556
5138
$53K ﹤0.01%
2,315
+1,155
5139
$53K ﹤0.01%
198
+83
5140
$53K ﹤0.01%
219
+158
5141
$53K ﹤0.01%
+5,117
5142
$53K ﹤0.01%
1,260
-1,627
5143
$53K ﹤0.01%
2,064
+696
5144
$52K ﹤0.01%
2,365
+312
5145
$52K ﹤0.01%
1,793
-1,680
5146
$52K ﹤0.01%
992
+910
5147
$52K ﹤0.01%
+2,161
5148
$52K ﹤0.01%
1,956
+828
5149
$52K ﹤0.01%
+1,971
5150
$52K ﹤0.01%
5,654
-15,020
204 205
206
207 208