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
5201
$49K ﹤0.01%
21,029
-7,697
5202
$49K ﹤0.01%
3,594
+2,632
5203
$49K ﹤0.01%
2,797
+1,632
5204
$49K ﹤0.01%
3,266
+3,237
5205
$49K ﹤0.01%
4,500
-2,088
5206
$49K ﹤0.01%
10,712
-1,152
5207
$49K ﹤0.01%
4,451
+211
5208
$49K ﹤0.01%
485
+419
5209
$49K ﹤0.01%
1,190
-116
5210
$49K ﹤0.01%
+1,792
5211
$49K ﹤0.01%
2,000
+1,733
5212
$49K ﹤0.01%
2,037
+386
5213
$49K ﹤0.01%
+1,101
5214
$48K ﹤0.01%
1,337
-903
5215
$48K ﹤0.01%
2,758
+1,188
5216
$48K ﹤0.01%
+1,047
5217
$48K ﹤0.01%
+5,507
5218
$48K ﹤0.01%
10,000
-45,456
5219
$48K ﹤0.01%
2,513
-661
5220
$48K ﹤0.01%
3,883
-930
5221
$48K ﹤0.01%
1,505
+1,134
5222
$48K ﹤0.01%
1,720
+1,495
5223
$48K ﹤0.01%
2,630
+2,600
5224
$48K ﹤0.01%
2,602
-2,400
5225
$48K ﹤0.01%
1,798
-495
207 208
209
210 211