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
551
$56M 0.02%
980,821
-303,197
552
$55.9M 0.02%
3,638,341
+347,442
553
$55.7M 0.02%
191,871
-7,952
554
$55.5M 0.02%
980,485
+90,986
555
$55.4M 0.02%
750,120
-25,372
556
$55.3M 0.02%
634,680
-36,066
557
$55.3M 0.02%
534,937
-87,504
558
$55M 0.02%
1,188,740
+99,128
559
$54.9M 0.02%
911,857
-72,511
560
$54.6M 0.02%
82,604
-67,885
561
$54.2M 0.02%
2,889,727
+2,034,558
562
$54M 0.02%
1,284,719
-1,057,629
563
$53.8M 0.02%
302,123
-45,153
564
$53.8M 0.02%
197,453
-7,555
565
$53.6M 0.02%
1,541,033
-255,766
566
$53.6M 0.02%
2,409,904
+123,628
567
$53.4M 0.02%
946,823
+77,808
568
$53.3M 0.02%
119,390
-72,372
569
$53M 0.02%
1,309,431
-97,411
570
$52.9M 0.02%
1,085,349
+12,603
571
$52.7M 0.02%
1,583,872
-4,641,358
572
$52.4M 0.02%
1,439,365
+107,149
573
$52.2M 0.02%
698,805
+60,063
574
$52.1M 0.02%
1,177,965
+210,687
575
$51.3M 0.02%
181,722
-45,250
21 22
23
24 25