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
5501
$35K ﹤0.01%
5,026
+4,799
5502
$35K ﹤0.01%
1,666
+38
5503
$35K ﹤0.01%
1,466
+684
5504
$35K ﹤0.01%
543
+333
5505
$35K ﹤0.01%
+2,401
5506
$35K ﹤0.01%
1,851
+1,651
5507
$35K ﹤0.01%
1,193
+650
5508
$35K ﹤0.01%
+356
5509
$35K ﹤0.01%
1,428
+1,370
5510
$35K ﹤0.01%
2,404
+55
5511
$35K ﹤0.01%
+9,859
5512
$35K ﹤0.01%
7,506
+7,375
5513
$35K ﹤0.01%
87
+79
5514
$34K ﹤0.01%
+1,332
5515
$34K ﹤0.01%
720
-6,131
5516
$34K ﹤0.01%
953
-914
5517
$34K ﹤0.01%
3,976
+2,720
5518
$34K ﹤0.01%
1,281
+1,083
5519
$34K ﹤0.01%
300
+94
5520
$34K ﹤0.01%
1,973
-1,910
5521
$34K ﹤0.01%
2,919
+1,819
5522
$34K ﹤0.01%
2,319
+2,096
5523
$34K ﹤0.01%
564
+284
5524
$34K ﹤0.01%
944
-1,048
5525
$34K ﹤0.01%
2,688
+996
219 220
221
222 223