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
676
$41.3M 0.01%
507,285
-11,078
677
$41.1M 0.01%
1,217,862
+6,204
678
$41.1M 0.01%
180,615
+48,782
679
$41M 0.01%
331,574
-103,279
680
$41M 0.01%
843,030
-2,163
681
$40.9M 0.01%
71,684
-4,931
682
$40.7M 0.01%
2,692,164
+226,542
683
$40.5M 0.01%
1,657,936
+820,750
684
$40.4M 0.01%
225,606
+7,347
685
$40.3M 0.01%
35,362
+12,127
686
$40.3M 0.01%
2,130,708
-38,828
687
$40.3M 0.01%
325,358
+22,671
688
$40.2M 0.01%
425,601
+321,014
689
$40M 0.01%
946,221
+688,643
690
$40M 0.01%
1,516,291
-324,447
691
$39.8M 0.01%
1,744,093
+94,101
692
$39.7M 0.01%
425,823
+71,414
693
$39.6M 0.01%
2,167,548
+428,764
694
$39.6M 0.01%
1,141,328
+219,342
695
$39.4M 0.01%
392,938
-149,493
696
$39.3M 0.01%
2,439,830
+233,311
697
$39.2M 0.01%
1,455,793
+94,565
698
$39.1M 0.01%
730,390
-58,415
699
$39M 0.01%
362,186
-35,427
700
$38.9M 0.01%
418,130
-31,429
26 27
28
29 30