UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
Industrial Select Sector SPDR Fund
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 8.57%
4 Healthcare 7.93%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3B 0.44%
2,601,438
-36,406
27
$1.27B 0.43%
2,721,066
+77,644
28
$1.21B 0.41%
5,859,287
-6,604,946
29
$1.21B 0.41%
6,756,322
+407,268
30
$1.18B 0.4%
3,355,629
-166,416
31
$1.14B 0.39%
63,141,587
-5,104,768
32
$1.09B 0.37%
5,073,578
-277,681
33
$1.08B 0.37%
19,760,446
-2,645,556
34
$1.08B 0.37%
17,456,318
-20,251,264
35
$1.08B 0.36%
5,059,431
+548,899
36
$1.06B 0.36%
8,889,815
-6,588,634
37
$1.05B 0.36%
4,547,837
+490,058
38
$1.02B 0.35%
9,555,848
+883,025
39
$1.01B 0.34%
2,947,007
-98,637
40
$1B 0.34%
2,666,055
-49,079
41
$986M 0.33%
4,431,172
-312,611
42
$978M 0.33%
2,595,556
+67,122
43
$976M 0.33%
74,763,280
+2,540,160
44
$959M 0.32%
7,372,240
+1,334,046
45
$944M 0.32%
12,236,233
-1,155,551
46
$912M 0.31%
19,841,400
+705,925
47
$872M 0.29%
5,178,938
+811,191
48
$859M 0.29%
11,779,862
-16,299,830
49
$848M 0.29%
9,230,702
-7,158,818
50
$847M 0.29%
17,943,994
+398,188
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