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
501
$65M 0.02%
3,831,893
+393,379
502
$64.9M 0.02%
2,266,776
+344,095
503
$64.8M 0.02%
721,597
+244,191
504
$64.5M 0.02%
2,016,665
-58,669
505
$64.2M 0.02%
1,305,620
+43,580
506
$64M 0.02%
561,952
+327,656
507
$64M 0.02%
1,770,930
+95,860
508
$63.8M 0.02%
577,272
+307,566
509
$63.8M 0.02%
539,616
-7,985
510
$63.8M 0.02%
276,334
+84,620
511
$63.7M 0.02%
522,675
+26,863
512
$63.7M 0.02%
683,151
+195,013
513
$63.5M 0.02%
716,706
+114,789
514
$63.4M 0.02%
464,841
+137,806
515
$63.4M 0.02%
1,207,508
-594,798
516
$63.3M 0.02%
118,373
+50,330
517
$63.1M 0.02%
769,923
+111,329
518
$61.9M 0.02%
646,217
+148,677
519
$61.6M 0.02%
1,544,365
+48,530
520
$61.4M 0.02%
695,220
+203,364
521
$60.9M 0.02%
2,135,290
-76,620
522
$60.8M 0.02%
1,302,054
+131,061
523
$60.5M 0.02%
831,923
-113,413
524
$60.4M 0.02%
948,794
+279,758
525
$60.4M 0.02%
2,190,641
+274,149
19 20
21
22 23