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
901
$25.4M 0.01%
92,982
+32,905
902
$25.3M 0.01%
591,148
+352,790
903
$25.2M 0.01%
947,095
+28,210
904
$25.1M 0.01%
746,741
-134,913
905
$25.1M 0.01%
1,495,211
+100,811
906
$25M 0.01%
267,261
-41,352
907
$24.9M 0.01%
1,528,257
+94,755
908
$24.9M 0.01%
277,114
-8,331
909
$24.8M 0.01%
163,506
-16,896
910
$24.8M 0.01%
258,950
+148,996
911
$24.7M 0.01%
302,111
+83,649
912
$24.7M 0.01%
188,321
-67,950
913
$24.7M 0.01%
226,845
-43,547
914
$24.7M 0.01%
179,430
+35,528
915
$24.7M 0.01%
656,077
-51,794
916
$24.6M 0.01%
538,255
+418,130
917
$24.5M 0.01%
2,049,988
+133,187
918
$24.4M 0.01%
67,172
-4,788
919
$24.4M 0.01%
2,473,483
+234,017
920
$24.4M 0.01%
970,167
-939,112
921
$24.3M 0.01%
489,492
+182,479
922
$24.3M 0.01%
606,879
+142,805
923
$24.1M 0.01%
246,766
+39,356
924
$24.1M 0.01%
385,522
+282,260
925
$24.1M 0.01%
416,169
-6,474
35 36
37
38 39