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
1976
$4.28M ﹤0.01%
171,661
+7,238
1977
$4.27M ﹤0.01%
105,691
-2,795
1978
$4.27M ﹤0.01%
57,481
-348,550
1979
$4.27M ﹤0.01%
133,224
-960
1980
$4.26M ﹤0.01%
312,242
+23,754
1981
$4.26M ﹤0.01%
34,972
-51,533
1982
$4.26M ﹤0.01%
636,007
-370,388
1983
$4.25M ﹤0.01%
5,747
+253
1984
$4.24M ﹤0.01%
46,061
+9,644
1985
$4.24M ﹤0.01%
106,502
-3,482
1986
$4.24M ﹤0.01%
193,289
-49,914
1987
$4.24M ﹤0.01%
187,219
+43,798
1988
$4.23M ﹤0.01%
64,236
-5,400
1989
$4.23M ﹤0.01%
149,104
-606,628
1990
$4.22M ﹤0.01%
145,068
-7,408
1991
$4.21M ﹤0.01%
72,350
-608
1992
$4.21M ﹤0.01%
88,236
+14,897
1993
$4.21M ﹤0.01%
283,146
+60,867
1994
$4.21M ﹤0.01%
104,776
+73,042
1995
$4.21M ﹤0.01%
198,265
-46
1996
$4.21M ﹤0.01%
356,309
-68,947
1997
$4.2M ﹤0.01%
55,944
+22,829
1998
$4.2M ﹤0.01%
35,209
-9,029
1999
$4.2M ﹤0.01%
181,250
-38,875
2000
$4.2M ﹤0.01%
465,670
+117,080
78 79
80
81 82