UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
Industrial Select Sector SPDR Fund
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 8.57%
4 Healthcare 7.93%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$842M 0.28%
7,874,179
+237,247
52
$818M 0.28%
2,305,095
-117,041
53
$804M 0.27%
5,881,158
-17,188
54
$801M 0.27%
36,895,201
-1,453,234
55
$789M 0.27%
18,018,720
+2,239,740
56
$787M 0.27%
3,996,117
-243,294
57
$777M 0.26%
9,951,175
-1,813,006
58
$770M 0.26%
1,066,470
-23,407
59
$769M 0.26%
5,445,864
+112,000
60
$764M 0.26%
20,748,626
+1,837,833
61
$762M 0.26%
2,152,535
-44,654
62
$759M 0.26%
3,898,545
-2,612,020
63
$759M 0.26%
10,609,951
-931,087
64
$758M 0.26%
8,980,126
-671,049
65
$758M 0.26%
12,900,353
-963,056
66
$746M 0.25%
3,242,892
+897,628
67
$736M 0.25%
2,933,568
-142,701
68
$732M 0.25%
4,934,570
-519,284
69
$714M 0.24%
3,431,383
-201,982
70
$714M 0.24%
13,819,419
-2,395,327
71
$712M 0.24%
14,210,910
-249,529
72
$706M 0.24%
4,398,288
+65,991
73
$702M 0.24%
23,822,598
-2,117,044
74
$676M 0.23%
7,450,635
+4,047,812
75
$660M 0.22%
2,818,637
+657,022
1 2
3
4 5