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
351
$106M 0.04%
710,113
+22,257
352
$105M 0.04%
4,801,300
+661,746
353
$104M 0.04%
524,460
+149,841
354
$104M 0.04%
1,499,423
-4,667,954
355
$104M 0.04%
1,437,681
+91,613
356
$104M 0.04%
2,578,964
+260,745
357
$104M 0.04%
1,395,277
+122,078
358
$103M 0.03%
2,288,740
+361,479
359
$103M 0.03%
3,803,427
-8,770,113
360
$103M 0.03%
1,902,545
+21,474
361
$103M 0.03%
640,061
+564,223
362
$101M 0.03%
1,291,903
+217,271
363
$101M 0.03%
2,285,512
+174,259
364
$100M 0.03%
11,398,543
+412,604
365
$99.9M 0.03%
1,010,447
-153,234
366
$99.7M 0.03%
765,564
+337,219
367
$98.5M 0.03%
1,013,996
+404,414
368
$98.5M 0.03%
910,693
-809,605
369
$97.8M 0.03%
1,670,443
+159,439
370
$97.8M 0.03%
2,632,596
-1,185,386
371
$97.7M 0.03%
1,015,640
-111,430
372
$96.7M 0.03%
478,705
+24,037
373
$96.6M 0.03%
2,923,403
-1,753,004
374
$96.5M 0.03%
796,892
+159,877
375
$96.4M 0.03%
1,218,468
+141,862
13 14
15
16 17