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
6976
$2K ﹤0.01%
1,286
-5,423
6977
$2K ﹤0.01%
231
-1,755
6978
$2K ﹤0.01%
+1,262
6979
$2K ﹤0.01%
1,176
-2,932
6980
$2K ﹤0.01%
+66
6981
$2K ﹤0.01%
+137
6982
$2K ﹤0.01%
130
-2,219
6983
$2K ﹤0.01%
+1,467
6984
$2K ﹤0.01%
+1,848
6985
$2K ﹤0.01%
+31
6986
$2K ﹤0.01%
32
-89
6987
$2K ﹤0.01%
4,840
-1,865
6988
$2K ﹤0.01%
5,395
+2,798
6989
$2K ﹤0.01%
+3,060
6990
$2K ﹤0.01%
230
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6991
$2K ﹤0.01%
+9
6992
$2K ﹤0.01%
797
-2,157
6993
$2K ﹤0.01%
1,137
-14,324
6994
$2K ﹤0.01%
+197
6995
$2K ﹤0.01%
+3,381
6996
$2K ﹤0.01%
166
-607
6997
$2K ﹤0.01%
21
6998
$2K ﹤0.01%
+60
6999
$2K ﹤0.01%
3
+1
7000
$2K ﹤0.01%
2
-88
278 279
280
281 282