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
5526
$34K ﹤0.01%
681
+114
5527
$34K ﹤0.01%
1,769
+1,011
5528
$34K ﹤0.01%
858
-480
5529
$34K ﹤0.01%
+827
5530
$34K ﹤0.01%
2,742
+2,473
5531
$34K ﹤0.01%
942
-662
5532
$34K ﹤0.01%
1,145
5533
$34K ﹤0.01%
1,279
-335
5534
$34K ﹤0.01%
4,938
-72,747
5535
$34K ﹤0.01%
1,257
-114
5536
$34K ﹤0.01%
+2,923
5537
$34K ﹤0.01%
1,146
+49
5538
$34K ﹤0.01%
1,242
-2,535
5539
$33K ﹤0.01%
3,450
-1,030
5540
$33K ﹤0.01%
2,198
+1,363
5541
$33K ﹤0.01%
716
+616
5542
$33K ﹤0.01%
+2,832
5543
$33K ﹤0.01%
13,008
+6,673
5544
$33K ﹤0.01%
+2,500
5545
$33K ﹤0.01%
4,394
+4,290
5546
$33K ﹤0.01%
+14,627
5547
$33K ﹤0.01%
+733
5548
$33K ﹤0.01%
2,584
+2,240
5549
$33K ﹤0.01%
1,200
5550
$33K ﹤0.01%
873
-77
220 221
222
223 224