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
576
$50.9M 0.02%
618,379
+21,195
577
$50.9M 0.02%
2,006,310
-107,050
578
$50.8M 0.02%
550,032
+121,308
579
$50.8M 0.02%
1,103,311
-10,155
580
$50.7M 0.02%
419,424
+72,295
581
$50.6M 0.02%
864,484
+21,236
582
$50.6M 0.02%
1,459,958
-37,822
583
$50.6M 0.02%
920,608
+26,195
584
$50.6M 0.02%
380,034
-205,936
585
$50.3M 0.02%
1,339,490
+206,085
586
$50.1M 0.02%
870,546
+257,151
587
$49.9M 0.02%
1,156,308
-118,533
588
$49.8M 0.02%
1,501,100
+866
589
$49.7M 0.02%
432,864
-76,150
590
$49.7M 0.02%
439,655
+27,404
591
$49.6M 0.02%
12,691,258
+1,137,047
592
$49.6M 0.02%
1,379,694
-226,933
593
$49.6M 0.02%
705,964
+472,872
594
$49.5M 0.02%
1,028,842
+59,374
595
$49.3M 0.02%
2,091,668
+1,997,943
596
$49.2M 0.02%
1,669,425
-657,501
597
$49.2M 0.02%
372,309
+49,331
598
$49.2M 0.02%
1,722,343
-1,101,617
599
$49M 0.02%
2,199,670
-284,805
600
$49M 0.02%
853,643
+70,278
22 23
24
25 26