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
5476
$36K ﹤0.01%
+799
5477
$36K ﹤0.01%
1,291
+484
5478
$36K ﹤0.01%
573
+400
5479
$36K ﹤0.01%
1,650
+1,164
5480
$36K ﹤0.01%
62
+3
5481
$36K ﹤0.01%
413
-10,985
5482
$36K ﹤0.01%
10,043
+5,740
5483
$36K ﹤0.01%
+1,400
5484
$36K ﹤0.01%
6,626
+6,034
5485
$36K ﹤0.01%
2,369
-226
5486
$36K ﹤0.01%
1,072
+862
5487
$36K ﹤0.01%
11,418
-5,076
5488
$36K ﹤0.01%
480
-494
5489
$35K ﹤0.01%
1,111
-96
5490
$35K ﹤0.01%
+1,000
5491
$35K ﹤0.01%
1,200
+1,077
5492
$35K ﹤0.01%
66
+61
5493
$35K ﹤0.01%
+1,203
5494
$35K ﹤0.01%
24,373
+3,020
5495
$35K ﹤0.01%
1,174
-15
5496
$35K ﹤0.01%
1,405
-2,581
5497
$35K ﹤0.01%
1,322
+1,199
5498
$35K ﹤0.01%
6,168
+5,690
5499
$35K ﹤0.01%
+1,003
5500
$35K ﹤0.01%
2,243
+939
218 219
220
221 222