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
176
$271M 0.09%
13,845,013
-1,305,980
177
$266M 0.09%
2,219,309
+71,957
178
$261M 0.09%
3,133,601
-336,908
179
$257M 0.09%
5,263,019
+1,584,895
180
$252M 0.09%
3,600,624
+134,827
181
$246M 0.08%
3,640,562
-513,185
182
$244M 0.08%
2,018,139
+227,616
183
$242M 0.08%
1,521,735
+27,870
184
$240M 0.08%
2,626,165
-346,618
185
$236M 0.08%
1,397,448
+345,099
186
$235M 0.08%
2,023,731
-6,323,085
187
$233M 0.08%
11,179,887
+7,600,620
188
$231M 0.08%
4,895,120
+612,770
189
$231M 0.08%
2,378,620
+127,604
190
$223M 0.08%
1,256,137
-976,413
191
$221M 0.07%
2,579,017
+606,248
192
$213M 0.07%
1,516,234
-96,772
193
$211M 0.07%
4,545,038
-692,650
194
$210M 0.07%
1,304,025
-33,856
195
$210M 0.07%
2,297,174
+269,770
196
$209M 0.07%
782,138
+16,551
197
$208M 0.07%
3,754,028
-342,845
198
$208M 0.07%
7,644,298
-111,811
199
$207M 0.07%
4,443,256
+486,080
200
$206M 0.07%
971,820
+40,783
6 7
8
9 10