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
5701
$27K ﹤0.01%
+2,738
5702
$27K ﹤0.01%
1,020
+993
5703
$27K ﹤0.01%
1,457
+760
5704
$27K ﹤0.01%
2,585
-983
5705
$27K ﹤0.01%
1,741
+1,603
5706
$27K ﹤0.01%
1,606
+150
5707
$27K ﹤0.01%
125
+116
5708
$27K ﹤0.01%
4,398
-107,747
5709
$27K ﹤0.01%
+2,400
5710
$27K ﹤0.01%
20,500
-1,500
5711
$27K ﹤0.01%
1,099
-558
5712
$27K ﹤0.01%
2,212
-2,825
5713
$27K ﹤0.01%
1,250
-13,280
5714
$27K ﹤0.01%
23,579
+23,002
5715
$27K ﹤0.01%
1,006
+256
5716
$27K ﹤0.01%
1,722
-264
5717
$27K ﹤0.01%
623
+239
5718
$27K ﹤0.01%
1,713
+1,196
5719
$27K ﹤0.01%
+930
5720
$27K ﹤0.01%
246
-465
5721
$27K ﹤0.01%
1,449
+1,062
5722
$27K ﹤0.01%
+2,559
5723
$27K ﹤0.01%
1,315
-574
5724
$26K ﹤0.01%
2,295
-16,054
5725
$26K ﹤0.01%
+914
227 228
229
230 231