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
626
$45.7M 0.02%
607,559
+110,633
627
$45.7M 0.02%
179,561
+20,259
628
$45.4M 0.02%
1,423,776
+117,830
629
$45.3M 0.02%
1,703,292
+246,678
630
$45.1M 0.02%
731,148
-155,974
631
$45M 0.02%
273,906
+74,715
632
$44.9M 0.02%
2,724,710
-138,335
633
$44.7M 0.02%
186,527
+119,772
634
$44.7M 0.02%
720,862
-28,337
635
$44.6M 0.02%
556,720
-32,170
636
$44.5M 0.02%
373,449
+105,573
637
$44.5M 0.02%
566,419
+116,458
638
$44.4M 0.02%
131,673
-15,008
639
$44.4M 0.02%
888,377
+55,457
640
$44.4M 0.02%
183,246
+18,066
641
$44.4M 0.02%
1,324,147
+31,959
642
$44M 0.01%
450,590
-187,572
643
$43.9M 0.01%
333,144
+9,612
644
$43.9M 0.01%
211,456
+95,738
645
$43.9M 0.01%
1,582,600
+18,600
646
$43.7M 0.01%
89,564
+1,329
647
$43.7M 0.01%
842,092
+202,351
648
$43.6M 0.01%
609,243
-2,279
649
$43.6M 0.01%
363,504
+11,470
650
$43.5M 0.01%
450,592
-46,879
24 25
26
27 28