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
6401
$11K ﹤0.01%
1,079
-1,369
6402
$11K ﹤0.01%
1,005
+510
6403
$11K ﹤0.01%
1,027
-3,790
6404
$11K ﹤0.01%
700
-11
6405
$11K ﹤0.01%
+600
6406
$11K ﹤0.01%
7,684
+3,910
6407
$11K ﹤0.01%
2,616
-31,516
6408
$11K ﹤0.01%
1,653
-477
6409
$11K ﹤0.01%
2,073
+1,033
6410
$11K ﹤0.01%
1,500
-6,086
6411
$10K ﹤0.01%
+463
6412
$10K ﹤0.01%
3,471
+3,470
6413
$10K ﹤0.01%
2,596
-1,603
6414
$10K ﹤0.01%
1,168
-284
6415
$10K ﹤0.01%
1,154
-1,362
6416
$10K ﹤0.01%
1,521
+1,520
6417
$10K ﹤0.01%
961
-730
6418
$10K ﹤0.01%
704
-12,273
6419
$10K ﹤0.01%
2,697
+1,101
6420
$10K ﹤0.01%
30,848
-1,710,233
6421
$10K ﹤0.01%
+1,196
6422
$10K ﹤0.01%
817
6423
$10K ﹤0.01%
899
6424
$10K ﹤0.01%
260
+188
6425
$10K ﹤0.01%
1,978
-1,645
255 256
257
258 259