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
5176
$51K ﹤0.01%
17,648
+11,080
5177
$51K ﹤0.01%
818
+374
5178
$51K ﹤0.01%
3,211
+2,370
5179
$51K ﹤0.01%
9,874
+7,426
5180
$50K ﹤0.01%
5,544
+2,285
5181
$50K ﹤0.01%
2,347
-4,403
5182
$50K ﹤0.01%
1,252
-6,460
5183
$50K ﹤0.01%
+4,400
5184
$50K ﹤0.01%
1,786
+882
5185
$50K ﹤0.01%
15,837
+8,123
5186
$50K ﹤0.01%
1,722
+1,494
5187
$50K ﹤0.01%
+3,318
5188
$50K ﹤0.01%
393
+198
5189
$50K ﹤0.01%
2,032
+423
5190
$50K ﹤0.01%
2,039
+1,307
5191
$50K ﹤0.01%
1,756
-3,508
5192
$50K ﹤0.01%
1,707
-212
5193
$50K ﹤0.01%
2,495
+1,499
5194
$50K ﹤0.01%
6,145
+2,893
5195
$49K ﹤0.01%
+96
5196
$49K ﹤0.01%
+1,897
5197
$49K ﹤0.01%
7,320
+6,879
5198
$49K ﹤0.01%
6,263
+4,186
5199
$49K ﹤0.01%
2,080
-2,672
5200
$49K ﹤0.01%
1,193
-222
206 207
208
209 210