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
1051
$18.2M 0.01%
946,934
+783,544
1052
$18.2M 0.01%
593,668
-12,057,629
1053
$18.2M 0.01%
309,177
+8,145
1054
$18.2M 0.01%
285,611
+1,352
1055
$18.1M 0.01%
196,140
+43,640
1056
$18.1M 0.01%
115,546
-759,985
1057
$18M 0.01%
891,631
-19,276
1058
$17.9M 0.01%
235,004
+116,884
1059
$17.9M 0.01%
844,713
-100,705
1060
$17.9M 0.01%
312,500
+188,813
1061
$17.8M 0.01%
56,668
+4,141
1062
$17.8M 0.01%
1,016,610
-65,481
1063
$17.8M 0.01%
153,211
+17,310
1064
$17.8M 0.01%
423,063
-30,602
1065
$17.8M 0.01%
760,201
+588,675
1066
$17.7M 0.01%
488,650
-140,548
1067
$17.7M 0.01%
1,124,785
+537,324
1068
$17.7M 0.01%
819,227
+78,176
1069
$17.7M 0.01%
233,334
+162,007
1070
$17.6M 0.01%
2,594,866
-704,505
1071
$17.6M 0.01%
665,747
-20,226
1072
$17.6M 0.01%
594,986
+16,572
1073
$17.6M 0.01%
44,808
+255
1074
$17.5M 0.01%
1,853,573
+1,036,003
1075
$17.5M 0.01%
323,609
+56,143
41 42
43
44 45