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
2001
$4.2M ﹤0.01%
62,964
+22,834
2002
$4.19M ﹤0.01%
225,881
+56,050
2003
$4.19M ﹤0.01%
114,175
+50,087
2004
$4.19M ﹤0.01%
46,467
-31,742
2005
$4.19M ﹤0.01%
247,216
+9,719
2006
$4.19M ﹤0.01%
337,510
+86,599
2007
$4.18M ﹤0.01%
512,849
-24,467
2008
$4.16M ﹤0.01%
31,568
+8,295
2009
$4.16M ﹤0.01%
99,403
-20,183
2010
$4.16M ﹤0.01%
49,034
-8,802
2011
$4.16M ﹤0.01%
73,188
+277
2012
$4.15M ﹤0.01%
401,379
-976
2013
$4.15M ﹤0.01%
64,484
+4,464
2014
$4.14M ﹤0.01%
986,496
+975,846
2015
$4.14M ﹤0.01%
287,015
-18,370
2016
$4.14M ﹤0.01%
56,740
+29,651
2017
$4.13M ﹤0.01%
524,892
+102,711
2018
$4.13M ﹤0.01%
32,920
-25,306
2019
$4.13M ﹤0.01%
114,821
-61,245
2020
$4.13M ﹤0.01%
762,716
-383,907
2021
$4.12M ﹤0.01%
471,781
-109,329
2022
$4.12M ﹤0.01%
52,932
+49,377
2023
$4.11M ﹤0.01%
204,752
-4,707
2024
$4.11M ﹤0.01%
117,131
-9,758
2025
$4.1M ﹤0.01%
141,966
+111,142
79 80
81
82 83