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
226
$180M 0.06%
3,045,174
+61,482
227
$180M 0.06%
1,943,834
-3,010,490
228
$178M 0.06%
1,123,527
+1,025,557
229
$177M 0.06%
1,247,548
+64,779
230
$176M 0.06%
105,302
+37,965
231
$171M 0.06%
792,610
-79,560
232
$171M 0.06%
1,436,506
-113,990
233
$170M 0.06%
27,519,181
+1,606,617
234
$170M 0.06%
764,630
+440,802
235
$168M 0.06%
1,109,716
+819,167
236
$167M 0.06%
1,126,818
+379,652
237
$167M 0.06%
1,908,143
-66,723
238
$165M 0.06%
600,815
-24,243
239
$165M 0.06%
1,873,322
+601,980
240
$164M 0.06%
7,578,798
-1,189,740
241
$164M 0.06%
2,258,341
-113,005
242
$163M 0.06%
2,045,982
-291,055
243
$163M 0.06%
1,207,939
+64,454
244
$161M 0.05%
1,866,718
+235,882
245
$160M 0.05%
654,881
+18,735
246
$159M 0.05%
4,291,922
+221,819
247
$159M 0.05%
11,629,798
+909,521
248
$159M 0.05%
1,321,843
+186,582
249
$157M 0.05%
476,563
-60,780
250
$156M 0.05%
1,419,654
+60,189
8 9
10
11 12