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
301
$127M 0.04%
2,047,625
-1,645,197
302
$126M 0.04%
2,315,495
-82,997
303
$125M 0.04%
2,359,921
+1,538,945
304
$124M 0.04%
2,282,196
+81,990
305
$124M 0.04%
547,506
+97,624
306
$123M 0.04%
1,720,305
-420,619
307
$123M 0.04%
1,386,838
-1,935,417
308
$123M 0.04%
549,849
-4,249
309
$123M 0.04%
2,957,331
+421,466
310
$122M 0.04%
1,286,971
+1,212
311
$121M 0.04%
2,460,888
+107,510
312
$121M 0.04%
1,971,477
+71,849
313
$120M 0.04%
1,735,069
+415,809
314
$118M 0.04%
897,103
+103,764
315
$118M 0.04%
3,107,229
-198,879
316
$118M 0.04%
1,613,967
+108,060
317
$118M 0.04%
2,854,726
-12,095,230
318
$118M 0.04%
789,947
-107,618
319
$117M 0.04%
705,631
+43,562
320
$115M 0.04%
794,186
-56,837
321
$115M 0.04%
3,994,950
-3,311,226
322
$115M 0.04%
808,170
+410,488
323
$115M 0.04%
5,038,209
+233,211
324
$114M 0.04%
1,517,389
-54,760
325
$114M 0.04%
1,690,599
+40,168
11 12
13
14 15