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
101
$510M 0.17%
7,520,470
-926,624
102
$508M 0.17%
7,434,221
-8,123
103
$497M 0.17%
12,058,641
+3,293,036
104
$486M 0.16%
13,391,486
-2,930,263
105
$470M 0.16%
4,313,100
+581,054
106
$461M 0.16%
2,534,065
+627,246
107
$439M 0.15%
2,030,210
-251,203
108
$438M 0.15%
2,847,873
+441,489
109
$438M 0.15%
3,433,961
-1,147,941
110
$433M 0.15%
3,723,791
+60,434
111
$429M 0.15%
11,906,899
+2,341,910
112
$426M 0.14%
2,646,996
-317,626
113
$423M 0.14%
2,179,204
-30,261
114
$423M 0.14%
782,678
+30,096
115
$423M 0.14%
6,747,050
+2,469,604
116
$418M 0.14%
4,739,852
+388,518
117
$417M 0.14%
6,082,737
-519,207
118
$416M 0.14%
6,699,607
+635,824
119
$409M 0.14%
4,789,780
-294,288
120
$408M 0.14%
2,569,989
-181,345
121
$406M 0.14%
6,269,591
-1,087,784
122
$402M 0.14%
1,315,051
+84,160
123
$395M 0.13%
3,282,002
+12,759
124
$394M 0.13%
2,782,274
-99,051
125
$393M 0.13%
6,741,260
+3,065
3 4
5
6 7