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
276
$140M 0.05%
796,295
+99,756
277
$140M 0.05%
6,992,388
+745,025
278
$139M 0.05%
2,263,579
-3,503,791
279
$139M 0.05%
1,907,999
-18,667
280
$139M 0.05%
1,097,793
-256,020
281
$137M 0.05%
1,706,830
+353,876
282
$137M 0.05%
3,183,804
+423,858
283
$136M 0.05%
2,062,164
+349,781
284
$135M 0.05%
794,819
+50,306
285
$135M 0.05%
5,187,973
+819,483
286
$134M 0.05%
852,675
+540,535
287
$134M 0.05%
60,123
+13,178
288
$133M 0.05%
1,227,875
-128,263
289
$131M 0.04%
2,470,993
-331,217
290
$131M 0.04%
2,604,228
-139,372
291
$130M 0.04%
2,165,276
+90,946
292
$130M 0.04%
593,404
+14,516
293
$130M 0.04%
1,768,392
-443,435
294
$129M 0.04%
2,175,083
+1,465,426
295
$129M 0.04%
752,086
-52,065
296
$129M 0.04%
783,168
+64,209
297
$129M 0.04%
1,129,554
+401,006
298
$127M 0.04%
1,055,716
-38,007
299
$127M 0.04%
588,937
+36,154
300
$127M 0.04%
1,648,286
+87,950
10 11
12
13 14