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
751
$34.4M 0.01%
723,239
+15,418
752
$34.4M 0.01%
737,973
+393,088
753
$34.3M 0.01%
694,167
-12,847
754
$34.2M 0.01%
287,217
+21,789
755
$34.2M 0.01%
670,198
+238,845
756
$34.2M 0.01%
1,237,472
+838,438
757
$34.2M 0.01%
1,612,358
-263,749
758
$34.2M 0.01%
656,797
+16,748
759
$34.2M 0.01%
1,215,530
-266,315
760
$34.2M 0.01%
585,954
-57,108
761
$34.2M 0.01%
554,962
-21,697
762
$34M 0.01%
82,728
-11,107
763
$34M 0.01%
222,232
+53,737
764
$33.9M 0.01%
2,434,688
+868,253
765
$33.8M 0.01%
617,411
-392,153
766
$33.8M 0.01%
307,329
-3,340
767
$33.7M 0.01%
131,984
+87,363
768
$33.7M 0.01%
687,907
-347,944
769
$33.6M 0.01%
334,586
+33,838
770
$33.5M 0.01%
1,053,317
-393,354
771
$33.4M 0.01%
708,363
+9,748
772
$33.4M 0.01%
232,881
+31,646
773
$33.2M 0.01%
249,644
+54,795
774
$33.1M 0.01%
250,114
-19,009
775
$33.1M 0.01%
1,287,179
-3,022
29 30
31
32 33