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
1026
$19.6M 0.01%
832,281
+123,080
1027
$19.5M 0.01%
124,287
+17,297
1028
$19.5M 0.01%
83,245
+30,379
1029
$19.4M 0.01%
430,113
+59,355
1030
$19.4M 0.01%
447,502
+3,027
1031
$19.4M 0.01%
1,315,865
+5,705
1032
$19.3M 0.01%
524,307
-35,605
1033
$19.3M 0.01%
1,194,640
-15,597
1034
$19.2M 0.01%
858,849
+259,047
1035
$19.2M 0.01%
96,183
-70,388
1036
$19.2M 0.01%
224,598
-479,800
1037
$18.9M 0.01%
678,265
+31,180
1038
$18.8M 0.01%
348,542
+107,820
1039
$18.8M 0.01%
2,735,283
-46,746
1040
$18.7M 0.01%
280,770
-16,176
1041
$18.6M 0.01%
321,751
-524,409
1042
$18.5M 0.01%
1,754,587
+339,705
1043
$18.4M 0.01%
1,034,697
-156,858
1044
$18.4M 0.01%
251,536
-51,088
1045
$18.4M 0.01%
1,853,656
+155,667
1046
$18.4M 0.01%
510,279
-302,583
1047
$18.4M 0.01%
290,075
+47,363
1048
$18.4M 0.01%
354,899
+237,434
1049
$18.3M 0.01%
793,021
+248,997
1050
$18.2M 0.01%
1,145,056
+40,124
40 41
42
43 44