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
376
$95.8M 0.03%
2,035,456
-76,119
377
$95.8M 0.03%
2,040,494
-783,845
378
$94.3M 0.03%
1,521,844
-142,272
379
$93.1M 0.03%
842,188
-184,270
380
$93M 0.03%
6,096,035
-889,766
381
$92.8M 0.03%
1,662,882
-2,195
382
$92.7M 0.03%
2,746,329
+105,748
383
$92.4M 0.03%
1,982,755
+443,704
384
$91.6M 0.03%
2,982,581
-1,634,908
385
$91.1M 0.03%
1,764,009
-189,690
386
$90.9M 0.03%
1,772,552
+86,904
387
$90.5M 0.03%
574,254
+556,180
388
$89.7M 0.03%
586,720
+127,895
389
$89M 0.03%
1,568,106
+11,896
390
$88.6M 0.03%
1,970,018
-19,733
391
$88.3M 0.03%
881,604
-15,526
392
$87.6M 0.03%
590,286
+452,163
393
$87.5M 0.03%
337,884
+160,730
394
$86.1M 0.03%
2,391,849
+598,124
395
$85.6M 0.03%
488,553
+51,522
396
$85.5M 0.03%
920,725
-68,851
397
$85.4M 0.03%
1,690,470
+83,384
398
$85.3M 0.03%
1,371,102
+103,945
399
$85.2M 0.03%
990,355
+116,716
400
$85.2M 0.03%
409,232
-6,960
14 15
16
17 18