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
5576
$32K ﹤0.01%
3,091
+2,091
5577
$32K ﹤0.01%
18,087
+14,473
5578
$32K ﹤0.01%
+3,008
5579
$32K ﹤0.01%
+3,227
5580
$32K ﹤0.01%
1,162
5581
$32K ﹤0.01%
9,420
-6,113
5582
$31K ﹤0.01%
1,040
+259
5583
$31K ﹤0.01%
2,164
-382
5584
$31K ﹤0.01%
1,664
+750
5585
$31K ﹤0.01%
+3,018
5586
$31K ﹤0.01%
2,638
+1,106
5587
$31K ﹤0.01%
7,986
+3,736
5588
$31K ﹤0.01%
1,586
+1,005
5589
$31K ﹤0.01%
110
-163
5590
$31K ﹤0.01%
2,739
+1,632
5591
$31K ﹤0.01%
87
-212
5592
$31K ﹤0.01%
+2,920
5593
$31K ﹤0.01%
+1,996
5594
$31K ﹤0.01%
2,963
-47,578
5595
$31K ﹤0.01%
1,341
+1,030
5596
$31K ﹤0.01%
607
-10,158
5597
$31K ﹤0.01%
969
-338
5598
$31K ﹤0.01%
2,361
+1,211
5599
$31K ﹤0.01%
1,357
+474
5600
$31K ﹤0.01%
9,097
+7,996
222 223
224
225 226