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
776
$32.9M 0.01%
329,256
-40,596
777
$32.7M 0.01%
1,817,912
+72,228
778
$32.7M 0.01%
463,135
+188,436
779
$32.7M 0.01%
256,497
+115,904
780
$32.5M 0.01%
820,143
+46,988
781
$32.4M 0.01%
457,561
+147,822
782
$32.2M 0.01%
392,992
+30,422
783
$32.2M 0.01%
1,211,173
-107,959
784
$32.2M 0.01%
7,045,411
+732,090
785
$32.1M 0.01%
816,755
-44,326
786
$31.9M 0.01%
454,508
+14,100
787
$31.9M 0.01%
1,036,047
+59,765
788
$31.9M 0.01%
328,331
+52,577
789
$31.9M 0.01%
232,222
-9,212
790
$31.9M 0.01%
2,870,133
+77,482
791
$31.8M 0.01%
318,623
+104,706
792
$31.8M 0.01%
544,352
+499,781
793
$31.7M 0.01%
1,009,868
+85,476
794
$31.7M 0.01%
756,958
-67,549
795
$31.6M 0.01%
333,323
-48,215
796
$31.5M 0.01%
397,094
+6,495
797
$31.5M 0.01%
220,230
+105,458
798
$31.4M 0.01%
1,039,995
-134,744
799
$31.4M 0.01%
71,819
+11,118
800
$31.3M 0.01%
374,117
+5,078
30 31
32
33 34