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
876
$26.6M 0.01%
1,528,806
+21,463
877
$26.6M 0.01%
257,282
-1,522
878
$26.6M 0.01%
1,435,178
+279,756
879
$26.4M 0.01%
425,368
+11,910
880
$26.4M 0.01%
377,148
-67,037
881
$26.2M 0.01%
340,703
-12,627
882
$26.1M 0.01%
714,860
-74,006
883
$26M 0.01%
1,504,767
-719,096
884
$26M 0.01%
576,088
+88,118
885
$26M 0.01%
91,702
+47,786
886
$25.9M 0.01%
762,729
-143,928
887
$25.9M 0.01%
660,460
+437,220
888
$25.9M 0.01%
518,252
-73,716
889
$25.7M 0.01%
1,134,155
+131,159
890
$25.7M 0.01%
189,881
-126,303
891
$25.7M 0.01%
994,790
-17,089
892
$25.6M 0.01%
269,428
+195,669
893
$25.6M 0.01%
364,271
+52,977
894
$25.6M 0.01%
481,512
+27,919
895
$25.5M 0.01%
821,522
-54,914
896
$25.5M 0.01%
678,023
-254,443
897
$25.4M 0.01%
353,397
-509,990
898
$25.4M 0.01%
404,940
+86,814
899
$25.4M 0.01%
677,405
-113,180
900
$25.4M 0.01%
21,421
-2,369
34 35
36
37 38