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
701
$38.8M 0.01%
228,317
+43,828
702
$38.7M 0.01%
121,379
+34,650
703
$38.6M 0.01%
1,138,996
+625,805
704
$38.6M 0.01%
2,304,198
-1,763,647
705
$38.6M 0.01%
925,046
+213,504
706
$38.6M 0.01%
2,299,407
-398,398
707
$38.6M 0.01%
1,367,582
-2,859
708
$38.5M 0.01%
1,371,105
-1,597,857
709
$38.3M 0.01%
387,178
+204
710
$38M 0.01%
217,109
+5,909
711
$37.9M 0.01%
771,808
-18,491
712
$37.7M 0.01%
1,454,421
-30,335
713
$37.7M 0.01%
2,538,884
+115,657
714
$37.5M 0.01%
1,124,568
-71,513
715
$37.4M 0.01%
513,769
+20,533
716
$37.1M 0.01%
879,933
+64,237
717
$37.1M 0.01%
1,784,666
+114,430
718
$36.9M 0.01%
853,811
+223,063
719
$36.9M 0.01%
579,168
+86,640
720
$36.9M 0.01%
767,106
-127,080
721
$36.7M 0.01%
2,423,253
+104,011
722
$36.7M 0.01%
541,659
-208,050
723
$36.7M 0.01%
1,027,988
+226,700
724
$36.5M 0.01%
612,663
-342,180
725
$36.4M 0.01%
1,992,193
-41,178
27 28
29
30 31