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
601
$48.7M 0.02%
1,723,151
+722,684
602
$48.6M 0.02%
719,741
-81,362
603
$48.5M 0.02%
2,200,487
+1,112,278
604
$48.3M 0.02%
2,352,690
+111,996
605
$48.2M 0.02%
896,408
+3,744
606
$48.1M 0.02%
289,336
+48,759
607
$48M 0.02%
955,460
-55,392
608
$47.7M 0.02%
353,797
-10,508
609
$47.5M 0.02%
340,642
+81,881
610
$47.2M 0.02%
1,797,899
+150,593
611
$47.1M 0.02%
466,560
+17,976
612
$46.9M 0.02%
361,202
+83,954
613
$46.9M 0.02%
247,626
+13,024
614
$46.9M 0.02%
1,592,748
-553,139
615
$46.6M 0.02%
104,162
-38,348
616
$46.6M 0.02%
1,779,018
+209,624
617
$46.5M 0.02%
799,005
+744,809
618
$46.5M 0.02%
733,419
+287,124
619
$46.4M 0.02%
121,086
+22,344
620
$46.3M 0.02%
1,417,704
+513,240
621
$46.3M 0.02%
758,590
-185,640
622
$46.3M 0.02%
642,391
+118,658
623
$46.1M 0.02%
1,505,563
-68,695
624
$46M 0.02%
474,436
-48,185
625
$45.7M 0.02%
1,367,249
+286,910
23 24
25
26 27