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
976
$21.5M 0.01%
650,260
+40,176
977
$21.5M 0.01%
636,859
+25,456
978
$21.4M 0.01%
318,583
+4,863
979
$21.4M 0.01%
5,098,779
-489,687
980
$21.3M 0.01%
2,188,421
-22,078
981
$21.3M 0.01%
676,487
-187,862
982
$21.2M 0.01%
138,927
-175,730
983
$21.1M 0.01%
983,636
+300,004
984
$21.1M 0.01%
318,778
+73,774
985
$21.1M 0.01%
140,134
-16,438
986
$21M 0.01%
483,405
+47,814
987
$21M 0.01%
99,437
+34,436
988
$21M 0.01%
290,188
-75,502
989
$21M 0.01%
387,939
+27,820
990
$21M 0.01%
2,278,148
+21,002
991
$20.9M 0.01%
364,774
-159,651
992
$20.9M 0.01%
961,092
-318,556
993
$20.8M 0.01%
54,923
+7,967
994
$20.8M 0.01%
485,911
-72,686
995
$20.8M 0.01%
330,481
-38,840
996
$20.7M 0.01%
133,700
+62,313
997
$20.7M 0.01%
135,261
+42,068
998
$20.7M 0.01%
271,964
+76,069
999
$20.5M 0.01%
367,537
+65,854
1000
$20.5M 0.01%
356,055
-3,838
38 39
40
41 42