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
951
$22.5M 0.01%
503,932
-211,540
952
$22.4M 0.01%
86,856
+60,059
953
$22.3M 0.01%
2,047,724
-1,352,272
954
$22.3M 0.01%
130,906
-36,028
955
$22.3M 0.01%
445,830
-114,957
956
$22.2M 0.01%
5,118,066
-466,639
957
$22.2M 0.01%
722,872
+10,003
958
$22.2M 0.01%
115,161
+14,592
959
$22.2M 0.01%
1,462,536
-5,673,654
960
$22.2M 0.01%
1,871,531
+468,379
961
$22.1M 0.01%
1,531,633
+61,699
962
$22.1M 0.01%
930,843
+35,465
963
$22.1M 0.01%
354,405
+15,942
964
$22.1M 0.01%
401,898
-363,215
965
$22M 0.01%
459,306
+11,832
966
$21.9M 0.01%
125,148
+30,062
967
$21.8M 0.01%
395,712
+96,336
968
$21.8M 0.01%
696,786
+256,630
969
$21.7M 0.01%
351,912
+134,902
970
$21.7M 0.01%
1,071,010
-157,205
971
$21.7M 0.01%
327,155
-25,495
972
$21.6M 0.01%
215,885
-3,877
973
$21.6M 0.01%
434,122
+8,983
974
$21.6M 0.01%
1,499,442
+46,326
975
$21.6M 0.01%
672,361
+29,514
37 38
39
40 41