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
7026
$2K ﹤0.01%
993
-4,742
7027
$2K ﹤0.01%
+804
7028
$2K ﹤0.01%
+559
7029
$2K ﹤0.01%
+373
7030
$2K ﹤0.01%
270
7031
$2K ﹤0.01%
+265
7032
– –
0
7033
$2K ﹤0.01%
67
-886
7034
$2K ﹤0.01%
136
-92,448
7035
– –
0
7036
$2K ﹤0.01%
538
-317
7037
$2K ﹤0.01%
+93
7038
$2K ﹤0.01%
333
-1,088
7039
$2K ﹤0.01%
+706
7040
$2K ﹤0.01%
400
-5,198
7041
$2K ﹤0.01%
164
-5,146
7042
$2K ﹤0.01%
908
+197
7043
$2K ﹤0.01%
65
-59
7044
$2K ﹤0.01%
+58
7045
$2K ﹤0.01%
23
-164
7046
$2K ﹤0.01%
+61
7047
$2K ﹤0.01%
233
-215
7048
$2K ﹤0.01%
175
7049
$2K ﹤0.01%
+1,528
7050
$2K ﹤0.01%
34
-2,830
280 281
282
283 284