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
5751
$26K ﹤0.01%
9,401
+5,245
5752
$26K ﹤0.01%
+1,801
5753
$26K ﹤0.01%
3,348
+832
5754
$26K ﹤0.01%
+5,961
5755
$26K ﹤0.01%
2,144
-13,182
5756
$25K ﹤0.01%
1,000
-3,928
5757
$25K ﹤0.01%
+4
5758
$25K ﹤0.01%
+133
5759
$25K ﹤0.01%
+40
5760
$25K ﹤0.01%
1,304
-5,688
5761
$25K ﹤0.01%
2,694
+2,693
5762
$25K ﹤0.01%
+2,327
5763
$25K ﹤0.01%
+3,724
5764
$25K ﹤0.01%
1,614
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5765
$25K ﹤0.01%
540
-349
5766
$25K ﹤0.01%
2,227
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5767
$25K ﹤0.01%
4,587
+2,419
5768
$25K ﹤0.01%
979
-1
5769
$25K ﹤0.01%
2,077
5770
$25K ﹤0.01%
+279
5771
$25K ﹤0.01%
44
+26
5772
$25K ﹤0.01%
3,507
+2,226
5773
$25K ﹤0.01%
57
+31
5774
$25K ﹤0.01%
81
-662
5775
$25K ﹤0.01%
1,008
+442
229 230
231
232 233