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
801
$31.2M 0.01%
586,579
+148,345
802
$31.2M 0.01%
357,002
+74,543
803
$31.1M 0.01%
1,436,180
+751,932
804
$31M 0.01%
889,054
-39,510
805
$31M 0.01%
1,867,783
+70,510
806
$30.9M 0.01%
863,291
-18,440
807
$30.8M 0.01%
829,702
+30,011
808
$30.8M 0.01%
1,142,977
+31,407
809
$30.8M 0.01%
746,139
-55,104
810
$30.7M 0.01%
1,904,935
+42,463
811
$30.6M 0.01%
190,922
-60,332
812
$30.6M 0.01%
479,082
+268,056
813
$30.5M 0.01%
171,642
+79,578
814
$30.5M 0.01%
423,530
+188,850
815
$30.5M 0.01%
2,415,965
+305,897
816
$30.5M 0.01%
206,826
+24,261
817
$30.4M 0.01%
296,426
+55,963
818
$30.4M 0.01%
417,240
+213,776
819
$30.3M 0.01%
1,670,768
-194,336
820
$30.3M 0.01%
990,822
+123,433
821
$30.3M 0.01%
580,113
+73,943
822
$30.3M 0.01%
486,297
+2,133
823
$30.2M 0.01%
278,486
+187,345
824
$30.1M 0.01%
1,875,856
+48,176
825
$30.1M 0.01%
150,972
+11,517
31 32
33
34 35