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
451
$72.7M 0.02%
1,635,714
+263,306
452
$72.3M 0.02%
1,722,946
+140,867
453
$72.3M 0.02%
900,804
-25,460
454
$72.3M 0.02%
912,451
+593
455
$72.2M 0.02%
2,421,468
+2,279,248
456
$71.4M 0.02%
649,491
-29,677
457
$71.3M 0.02%
1,103,974
-55,947
458
$71.3M 0.02%
1,190,572
-2,650,058
459
$71.2M 0.02%
2,237,524
+325,100
460
$71.2M 0.02%
1,004,885
+33,655
461
$71.2M 0.02%
423,590
-35,932
462
$71.1M 0.02%
704,801
-24,408
463
$70.8M 0.02%
8,589,422
-883,315
464
$70.8M 0.02%
1,444,651
-115,424
465
$70.7M 0.02%
141,395
+20,366
466
$70.6M 0.02%
1,024,174
+371,007
467
$70.3M 0.02%
1,300,501
-246,952
468
$70.3M 0.02%
1,092,225
+827,315
469
$70.2M 0.02%
2,398,061
+435,834
470
$69.9M 0.02%
1,401,761
+311,858
471
$69.9M 0.02%
475,744
+299,907
472
$69.6M 0.02%
169,744
-92,723
473
$69.4M 0.02%
2,305,703
+892,724
474
$69.1M 0.02%
226,357
+43,671
475
$69.1M 0.02%
397,079
+32,147
17 18
19
20 21