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
476
$68.9M 0.02%
452,442
+5,259
477
$68.6M 0.02%
789,370
+165,141
478
$68.4M 0.02%
1,610,820
-1,971
479
$68.2M 0.02%
792,295
+281,183
480
$68.1M 0.02%
1,033,728
-1,532,025
481
$68.1M 0.02%
4,309,964
+58,630
482
$67.9M 0.02%
1,131,307
-75,617
483
$67.8M 0.02%
3,789,981
+1,466,217
484
$67.5M 0.02%
774,396
-18,597
485
$67.4M 0.02%
139,565
+57,996
486
$67.4M 0.02%
4,877,577
-56,604
487
$67.3M 0.02%
2,057,957
-483,033
488
$67.2M 0.02%
1,244,653
-122,262
489
$66.4M 0.02%
1,181,335
-45,387
490
$66.3M 0.02%
233,459
+187,633
491
$66.3M 0.02%
4,752,082
+909,946
492
$66.2M 0.02%
1,240,488
-134,865
493
$66.1M 0.02%
1,643,677
-981,649
494
$66.1M 0.02%
246,300
-5,246
495
$66M 0.02%
198,851
+38,443
496
$65.7M 0.02%
1,589,613
-560,500
497
$65.7M 0.02%
626,079
-67,051
498
$65.6M 0.02%
385,659
+51,304
499
$65.5M 0.02%
474,484
+19,632
500
$65.4M 0.02%
1,083,803
+499,574
18 19
20
21 22