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
851
$27.8M 0.01%
219,590
-13,104
852
$27.8M 0.01%
117,005
-38,684
853
$27.8M 0.01%
213,479
+68,281
854
$27.8M 0.01%
158,161
-26,271
855
$27.7M 0.01%
167,924
-70,255
856
$27.7M 0.01%
450,974
-75,255
857
$27.7M 0.01%
595,994
+24,376
858
$27.6M 0.01%
265,420
+65,240
859
$27.6M 0.01%
722,562
+1,050
860
$27.6M 0.01%
111,353
+46,801
861
$27.5M 0.01%
819,670
-1,238,286
862
$27.5M 0.01%
568,960
+216,689
863
$27.5M 0.01%
374,571
-36,816
864
$27.5M 0.01%
984,486
+104,889
865
$27.2M 0.01%
1,369,413
+271,617
866
$27.2M 0.01%
677,991
+80,716
867
$27.1M 0.01%
389,766
+284,428
868
$27M 0.01%
1,289,630
-160,385
869
$27M 0.01%
533,709
-164,328
870
$26.9M 0.01%
2,768,135
+31,065
871
$26.9M 0.01%
671,555
+178,798
872
$26.8M 0.01%
286,340
+15,312
873
$26.7M 0.01%
820,860
-48,700
874
$26.7M 0.01%
282,598
-50,849
875
$26.7M 0.01%
6,544
+2,118
33 34
35
36 37