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
5326
$43K ﹤0.01%
2,124
+863
5327
$43K ﹤0.01%
2,051
+292
5328
$43K ﹤0.01%
2,728
+1,788
5329
$43K ﹤0.01%
1,605
-454
5330
$42K ﹤0.01%
5,010
+1,895
5331
$42K ﹤0.01%
3,974
+1,034
5332
$42K ﹤0.01%
1,418
+794
5333
$42K ﹤0.01%
19,850
+13,872
5334
$42K ﹤0.01%
+1,683
5335
$42K ﹤0.01%
6,058
+4,768
5336
$42K ﹤0.01%
+7
5337
$42K ﹤0.01%
1,354
-6
5338
$42K ﹤0.01%
2,930
+2,422
5339
$42K ﹤0.01%
1,190
+35
5340
$42K ﹤0.01%
10,700
-2,382
5341
$42K ﹤0.01%
5,522
+4,378
5342
$42K ﹤0.01%
4,978
+2,478
5343
$42K ﹤0.01%
1,650
+541
5344
$42K ﹤0.01%
2,702
+1,093
5345
$42K ﹤0.01%
+353
5346
$42K ﹤0.01%
3,140
+699
5347
$42K ﹤0.01%
+2,038
5348
$42K ﹤0.01%
6,029
+1,850
5349
$42K ﹤0.01%
1,550
+1,418
5350
$41K ﹤0.01%
16,240
-7,534
212 213
214
215 216