UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
Industrial Select Sector SPDR Fund
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 8.57%
4 Healthcare 7.93%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$657M 0.22%
21,671,270
-4,067,794
77
$652M 0.22%
2,474,704
+250,369
78
$649M 0.22%
3,333,534
+50,009
79
$638M 0.22%
13,271,994
-1,087,302
80
$637M 0.22%
3,883,522
-75,571
81
$630M 0.21%
2,807,380
-315,221
82
$623M 0.21%
9,757,110
-961,318
83
$623M 0.21%
5,266,975
+196,723
84
$621M 0.21%
5,476,477
+334,936
85
$617M 0.21%
2,883,511
+610,240
86
$608M 0.21%
6,870,828
+3,094,497
87
$605M 0.2%
4,279,586
-1,512,561
88
$589M 0.2%
4,262,715
-4,313,205
89
$587M 0.2%
11,347,259
+2,754,598
90
$583M 0.2%
3,824,988
-175,943
91
$578M 0.2%
4,940,528
+187,477
92
$554M 0.19%
1,553,226
-334,275
93
$554M 0.19%
9,467,338
-94,601
94
$543M 0.18%
4,252,870
-17,451
95
$541M 0.18%
6,369,364
+4,202,646
96
$536M 0.18%
4,890,848
+441,403
97
$522M 0.18%
5,522,951
-1,129,253
98
$519M 0.18%
7,596,110
+828,301
99
$517M 0.17%
5,988,378
-715,363
100
$516M 0.17%
4,473,237
-84,486
2 3
4
5 6