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
7001
$2K ﹤0.01%
1,482
+21
7002
$2K ﹤0.01%
117
-1,025
7003
$2K ﹤0.01%
95
-44
7004
$2K ﹤0.01%
+359
7005
$2K ﹤0.01%
+1,485
7006
$2K ﹤0.01%
+1,755
7007
$2K ﹤0.01%
192
+191
7008
$2K ﹤0.01%
66
-603
7009
$2K ﹤0.01%
94
+7
7010
$2K ﹤0.01%
+44
7011
$2K ﹤0.01%
+110
7012
$2K ﹤0.01%
288
-2,183
7013
$2K ﹤0.01%
88
7014
$2K ﹤0.01%
80
-791
7015
$2K ﹤0.01%
9,019
+4,812
7016
$2K ﹤0.01%
50
7017
$2K ﹤0.01%
+82
7018
$2K ﹤0.01%
1,246
-24
7019
$2K ﹤0.01%
+200
7020
$2K ﹤0.01%
+114
7021
$2K ﹤0.01%
86
-316
7022
$2K ﹤0.01%
+1,025
7023
$2K ﹤0.01%
3
7024
$2K ﹤0.01%
+1,545
7025
$2K ﹤0.01%
91
-3,576
279 280
281
282 283