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
401
$84.8M 0.03%
1,120,334
+52,520
402
$84.8M 0.03%
358,649
+151,378
403
$84.4M 0.03%
571,531
+140,645
404
$84.1M 0.03%
1,230,600
+97,168
405
$83.9M 0.03%
403,586
-89
406
$83.8M 0.03%
2,436,351
-14,190
407
$83.8M 0.03%
1,639,586
-842,646
408
$83.7M 0.03%
3,674,292
+1,163,806
409
$83.3M 0.03%
798,142
+71,977
410
$83.1M 0.03%
763,059
-13,003
411
$83M 0.03%
438,976
+43,557
412
$82.2M 0.03%
1,350,518
+98,156
413
$81.8M 0.03%
827,486
-65,259
414
$81.6M 0.03%
1,618,883
+47,344
415
$81.4M 0.03%
2,148,686
+278,454
416
$81.3M 0.03%
1,000,450
+153,794
417
$80.2M 0.03%
2,210,623
-177,594
418
$79.5M 0.03%
221,708
-1,755
419
$79.2M 0.03%
1,447,752
+221,881
420
$79.1M 0.03%
3,092,544
+139,424
421
$79.1M 0.03%
425,486
+73,753
422
$78.9M 0.03%
953,144
-77,441
423
$78.7M 0.03%
545,391
-58,397
424
$78.6M 0.03%
703,192
-76,649
425
$78M 0.03%
109,160
-18,707
15 16
17
18 19