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
826
$30M 0.01%
842,085
+159,234
827
$29.8M 0.01%
1,278,393
+158,523
828
$29.8M 0.01%
1,300,336
-113,281
829
$29.8M 0.01%
259,343
-1,585
830
$29.7M 0.01%
2,308,567
-52,301
831
$29.7M 0.01%
582,861
+98,609
832
$29.6M 0.01%
410,186
+97,089
833
$29.4M 0.01%
704,097
-299,162
834
$29.4M 0.01%
1,576,368
+171,235
835
$29.3M 0.01%
101,975
+29,730
836
$29.2M 0.01%
1,874,009
-449,694
837
$29.2M 0.01%
622,035
+57,910
838
$28.8M 0.01%
820,430
-241,811
839
$28.7M 0.01%
849,315
-152,151
840
$28.5M 0.01%
215,379
-416
841
$28.4M 0.01%
69,577
+25,029
842
$28.4M 0.01%
1,184,873
+41,539
843
$28.4M 0.01%
141,135
+44,663
844
$28.4M 0.01%
918,213
+907,551
845
$28.2M 0.01%
483,807
-146,493
846
$28.2M 0.01%
452,666
-106,365
847
$28.2M 0.01%
223,262
-8,755
848
$28.2M 0.01%
1,190,617
-18,226
849
$28.1M 0.01%
1,349,644
+117,672
850
$28M 0.01%
434,330
-69,657
32 33
34
35 36