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
5301
$44K ﹤0.01%
1,318
+313
5302
$44K ﹤0.01%
6,792
+2,792
5303
$44K ﹤0.01%
2,333
+28
5304
$44K ﹤0.01%
2,780
-8,323
5305
$44K ﹤0.01%
1,657
-121
5306
$44K ﹤0.01%
17,330
+5,486
5307
$43K ﹤0.01%
58
+55
5308
$43K ﹤0.01%
3,114
+2,929
5309
$43K ﹤0.01%
5,124
+1,520
5310
$43K ﹤0.01%
6,233
-1,957
5311
$43K ﹤0.01%
2,950
+2,302
5312
$43K ﹤0.01%
1,760
-125
5313
$43K ﹤0.01%
+1,420
5314
$43K ﹤0.01%
21,876
+17,724
5315
$43K ﹤0.01%
551
+99
5316
$43K ﹤0.01%
17,649
-10,740
5317
$43K ﹤0.01%
1,473
+993
5318
$43K ﹤0.01%
949
+851
5319
$43K ﹤0.01%
2,677
+1,727
5320
$43K ﹤0.01%
3,012
+2,991
5321
$43K ﹤0.01%
4,700
-2,833
5322
$43K ﹤0.01%
1,161
+1,061
5323
$43K ﹤0.01%
+1,545
5324
$43K ﹤0.01%
1,080
+555
5325
$43K ﹤0.01%
507
-73
211 212
213
214 215