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
1951
$4.43M ﹤0.01%
311,900
+21,098
1952
$4.42M ﹤0.01%
60,451
+14,269
1953
$4.42M ﹤0.01%
37,740
-10,316
1954
$4.42M ﹤0.01%
62,078
-7,582
1955
$4.41M ﹤0.01%
311,631
-24,673
1956
$4.4M ﹤0.01%
867,667
-47,946
1957
$4.4M ﹤0.01%
31,606
+5,582
1958
$4.4M ﹤0.01%
376,476
+280,565
1959
$4.38M ﹤0.01%
18,931
-13,729
1960
$4.38M ﹤0.01%
53,672
-59,879
1961
$4.37M ﹤0.01%
19,288
-44,684
1962
$4.37M ﹤0.01%
79,466
-6,545
1963
$4.36M ﹤0.01%
70,597
-3,130
1964
$4.35M ﹤0.01%
190,005
-11,882
1965
$4.34M ﹤0.01%
180,861
-8,357
1966
$4.33M ﹤0.01%
24,892
+19,597
1967
$4.33M ﹤0.01%
63,422
+14,892
1968
$4.32M ﹤0.01%
101,870
-76,497
1969
$4.32M ﹤0.01%
41,447
+2,366
1970
$4.32M ﹤0.01%
85,122
+38,976
1971
$4.31M ﹤0.01%
158,755
-3,138
1972
$4.29M ﹤0.01%
184,319
+23,395
1973
$4.29M ﹤0.01%
168,547
-15,757
1974
$4.29M ﹤0.01%
320,499
+71,318
1975
$4.28M ﹤0.01%
55,133
-30,431
77 78
79
80 81