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
651
$43.4M 0.01%
372,627
-41,556
652
$43.4M 0.01%
362,407
+33,025
653
$43.1M 0.01%
1,755,801
+626,184
654
$42.8M 0.01%
321,084
-4,706
655
$42.8M 0.01%
617,480
+50,230
656
$42.8M 0.01%
1,055,910
-9,306
657
$42.7M 0.01%
94,512
+25,535
658
$42.6M 0.01%
464,791
-12,767
659
$42.6M 0.01%
851,370
-38,808
660
$42.6M 0.01%
1,927,017
+198,149
661
$42.5M 0.01%
213,170
+13,993
662
$42.4M 0.01%
636,572
+196,459
663
$42.3M 0.01%
862,536
-185,843
664
$42.2M 0.01%
712,608
-10,275
665
$42M 0.01%
466,525
+249,638
666
$42M 0.01%
408,640
+120,620
667
$41.9M 0.01%
1,436,609
+40,905
668
$41.8M 0.01%
753,349
+269,367
669
$41.8M 0.01%
1,015,286
+169,025
670
$41.8M 0.01%
914,734
+72,387
671
$41.8M 0.01%
370,050
-139,878
672
$41.7M 0.01%
475,450
+11,265
673
$41.6M 0.01%
230,726
+675
674
$41.6M 0.01%
457,830
-49,800
675
$41.4M 0.01%
911,095
+99,932
25 26
27
28 29