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
526
$60.1M 0.02%
377,662
-90,252
527
$60M 0.02%
506,415
+61,867
528
$59.7M 0.02%
815,757
+540,465
529
$59.1M 0.02%
256,831
-102,780
530
$59.1M 0.02%
531,982
-1,529
531
$58.8M 0.02%
614,683
-15,855
532
$58.7M 0.02%
277,181
+29,465
533
$58.5M 0.02%
895,256
+225,063
534
$58.3M 0.02%
2,923,312
+1,705,003
535
$58.3M 0.02%
732,517
-15,428
536
$57.8M 0.02%
170,790
+50,653
537
$57.6M 0.02%
133,678
-9,826
538
$57.4M 0.02%
2,238,832
+481,166
539
$57.2M 0.02%
5,091,623
+291,542
540
$57.1M 0.02%
233,265
+97,735
541
$57M 0.02%
824,044
+116,338
542
$56.8M 0.02%
2,310,956
+49,813
543
$56.8M 0.02%
326,734
-38,655
544
$56.8M 0.02%
1,414,878
+19,200
545
$56.8M 0.02%
2,005,932
-260,490
546
$56.7M 0.02%
146,231
+16,677
547
$56.6M 0.02%
1,291,991
+785,197
548
$56.6M 0.02%
185,658
-32,962
549
$56.6M 0.02%
971,668
-11,680
550
$56.4M 0.02%
1,574,079
+119,328
20 21
22
23 24