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
251
$156M 0.05%
1,015,967
+14,560
252
$155M 0.05%
2,061,602
-200,972
253
$155M 0.05%
1,795,419
+61,137
254
$154M 0.05%
480,510
-32,896
255
$154M 0.05%
5,098,403
-5,137,734
256
$153M 0.05%
2,779,753
+254,908
257
$153M 0.05%
3,602,830
-476,423
258
$151M 0.05%
2,087,136
+57,228
259
$151M 0.05%
5,581,198
-553,764
260
$150M 0.05%
1,743,676
-46,228
261
$150M 0.05%
1,272,789
-36,987
262
$149M 0.05%
521,337
-21,676
263
$149M 0.05%
2,210,256
+178,981
264
$147M 0.05%
387,194
-173,297
265
$147M 0.05%
1,605,833
-340,145
266
$147M 0.05%
4,934,282
-401,307
267
$147M 0.05%
720,313
-65,005
268
$147M 0.05%
600,235
-8,759
269
$147M 0.05%
5,963,538
-681,222
270
$145M 0.05%
1,589,122
-61,713
271
$145M 0.05%
2,400,684
-3,683
272
$144M 0.05%
1,990,253
+431,010
273
$144M 0.05%
6,733,518
-2,235,969
274
$144M 0.05%
1,484,669
-314,905
275
$143M 0.05%
1,308,952
-172,278
9 10
11
12 13