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
726
$36.2M 0.01%
283,960
-4,757
727
$36.1M 0.01%
355,019
+22,735
728
$36M 0.01%
257,019
+4,554
729
$35.7M 0.01%
506,485
-8,263
730
$35.7M 0.01%
240,469
+18,347
731
$35.6M 0.01%
735,768
+210,503
732
$35.5M 0.01%
607,070
-553,183
733
$35.5M 0.01%
337,759
+139,783
734
$35.5M 0.01%
861,975
-29,248
735
$35.4M 0.01%
92,223
+14,616
736
$35.4M 0.01%
272,555
-1,302
737
$35.4M 0.01%
166,363
-39,034
738
$35.4M 0.01%
1,055,438
-63,731
739
$35.4M 0.01%
384,130
+88,285
740
$35.3M 0.01%
1,326,489
+44,934
741
$35.3M 0.01%
1,102,340
-301,149
742
$34.9M 0.01%
1,159,088
+761,509
743
$34.8M 0.01%
1,507,357
-67,487
744
$34.7M 0.01%
225,168
+70,265
745
$34.6M 0.01%
688,331
-75,186
746
$34.6M 0.01%
2,048,946
-205,868
747
$34.6M 0.01%
281,624
-49,351
748
$34.6M 0.01%
330,789
+43,258
749
$34.5M 0.01%
692,215
-105,810
750
$34.5M 0.01%
548,437
+294,630
28 29
30
31 32