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
926
$24M 0.01%
333,015
+57,455
927
$24M 0.01%
366,954
+40,971
928
$24M 0.01%
1,520,473
-2,371
929
$23.9M 0.01%
511,715
+23,158
930
$23.9M 0.01%
288,395
-2,424
931
$23.9M 0.01%
110,532
+69,273
932
$23.8M 0.01%
1,963,853
+134,757
933
$23.8M 0.01%
356,406
-23,039
934
$23.7M 0.01%
701,507
+40,270
935
$23.7M 0.01%
338,656
+109,429
936
$23.7M 0.01%
408,590
+5,515
937
$23.5M 0.01%
451,124
-75,299
938
$23.5M 0.01%
1,077,982
+650,772
939
$23.3M 0.01%
244,434
+57,783
940
$23.1M 0.01%
167,696
+19,359
941
$23M 0.01%
766,141
-843,187
942
$23M 0.01%
503,771
+36,243
943
$22.9M 0.01%
232,695
+51,594
944
$22.8M 0.01%
238,325
-567,100
945
$22.7M 0.01%
219,645
+13,139
946
$22.6M 0.01%
810,054
+70,942
947
$22.6M 0.01%
587,017
-2,133
948
$22.6M 0.01%
314,755
+267,977
949
$22.6M 0.01%
425,231
+55,527
950
$22.6M 0.01%
171,209
+84,870
36 37
38
39 40