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
151
$334M 0.11%
7,914,273
+7,413,468
152
$333M 0.11%
8,794,110
+627,608
153
$330M 0.11%
3,983,321
-172,382
154
$329M 0.11%
5,309,504
-15,385,573
155
$326M 0.11%
5,281,357
-244,815
156
$320M 0.11%
3,859,227
+190,580
157
$315M 0.11%
906
+7
158
$314M 0.11%
1,443,430
+901,319
159
$307M 0.1%
1,305,654
-1,160,124
160
$304M 0.1%
4,684,839
+97,599
161
$301M 0.1%
1,432,516
+73,168
162
$298M 0.1%
3,247,666
+2,124,733
163
$291M 0.1%
5,710,847
+3,939,718
164
$288M 0.1%
3,559,632
+2,822,729
165
$288M 0.1%
8,214,072
-234,606
166
$287M 0.1%
3,352,217
-612,689
167
$286M 0.1%
1,571,847
+118,006
168
$283M 0.1%
514,805
+75,214
169
$283M 0.1%
2,758,179
-519,715
170
$282M 0.1%
5,244,920
+578,312
171
$281M 0.1%
7,296,247
+238,455
172
$281M 0.09%
14,585,371
-292,564
173
$279M 0.09%
1,056,856
+33,701
174
$275M 0.09%
5,747,733
+499,465
175
$273M 0.09%
1,286,414
-15,717
5 6
7
8 9