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
1001
$20.5M 0.01%
262,838
+30,456
1002
$20.5M 0.01%
384,339
+131,301
1003
$20.4M 0.01%
1,234,171
-187,513
1004
$20.4M 0.01%
542,264
+69,471
1005
$20.3M 0.01%
502,260
+492,239
1006
$20.2M 0.01%
174,720
+95,474
1007
$20.2M 0.01%
461,614
+214,555
1008
$20.2M 0.01%
442,670
+9,315
1009
$20.2M 0.01%
527,618
-22,638
1010
$20.2M 0.01%
464,244
+2,421
1011
$20.2M 0.01%
421,269
-3,018
1012
$20.1M 0.01%
443,837
-218,575
1013
$20.1M 0.01%
1,601,311
+30,907
1014
$20M 0.01%
50,435
+12,555
1015
$20M 0.01%
535,048
+1,082
1016
$19.9M 0.01%
796,836
+177,322
1017
$19.9M 0.01%
388,176
-9,015
1018
$19.9M 0.01%
445,136
+6,416
1019
$19.8M 0.01%
578,987
-14,142
1020
$19.8M 0.01%
748,729
-272,895
1021
$19.7M 0.01%
758,017
+64
1022
$19.7M 0.01%
332,121
+67,584
1023
$19.7M 0.01%
226,113
+103,609
1024
$19.6M 0.01%
924,825
+22,372
1025
$19.6M 0.01%
334,810
-113,650
39 40
41
42 43