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
326
$113M 0.04%
2,836,946
+839,081
327
$113M 0.04%
2,073,007
+272,058
328
$112M 0.04%
3,778,695
-599,045
329
$112M 0.04%
1,200,130
+146,612
330
$112M 0.04%
2,149,846
+415,525
331
$112M 0.04%
1,864,789
+680,733
332
$112M 0.04%
2,271,153
+172,166
333
$111M 0.04%
2,015,924
-409
334
$111M 0.04%
1,277,903
-2,331
335
$110M 0.04%
2,361,960
+56,261
336
$110M 0.04%
5,954,351
+4,189,882
337
$109M 0.04%
2,456,881
+113,579
338
$109M 0.04%
1,259,924
+395,743
339
$109M 0.04%
1,362,625
+1,017,354
340
$109M 0.04%
2,104,838
+636,626
341
$108M 0.04%
755,015
+192,052
342
$108M 0.04%
1,842,829
-4,339
343
$108M 0.04%
946,808
+31,198
344
$108M 0.04%
309,332
+59,127
345
$107M 0.04%
297,773
+1,145
346
$107M 0.04%
2,573,734
+1,092,686
347
$107M 0.04%
1,013,501
-140,124
348
$107M 0.04%
2,947,705
-135,434
349
$106M 0.04%
2,806,634
+83,724
350
$106M 0.04%
1,208,887
+10,984
12 13
14
15 16