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
126
$392M 0.13%
1,440,691
+67,521
127
$392M 0.13%
10,522,330
-700,995
128
$390M 0.13%
2,474,457
-3,248,663
129
$388M 0.13%
2,759,205
+475,393
130
$388M 0.13%
1,457,908
-158,604
131
$383M 0.13%
6,944,073
+183,822
132
$381M 0.13%
5,558,595
+192,317
133
$373M 0.13%
1,669,010
+4,775
134
$373M 0.13%
3,650,962
-254,437
135
$372M 0.13%
2,104,669
-454,853
136
$369M 0.12%
2,885,757
-108,134
137
$363M 0.12%
3,095,201
-1,825,557
138
$355M 0.12%
1,684,041
+319,459
139
$352M 0.12%
23,250,684
-1,482,228
140
$352M 0.12%
20,151,665
-1,485,763
141
$348M 0.12%
11,526,945
+232,920
142
$346M 0.12%
3,596,682
-40,003
143
$346M 0.12%
2,366,140
+40,550
144
$344M 0.12%
6,766,225
-138,993
145
$343M 0.12%
1,952,660
-1,030,090
146
$340M 0.11%
4,082,516
-147,078
147
$339M 0.11%
2,238,691
-3,654
148
$339M 0.11%
1,383,033
+160,134
149
$338M 0.11%
805,309
+68,558
150
$335M 0.11%
5,746,741
+173,907
4 5
6
7 8