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
201
$205M 0.07%
3,514,486
-213,285
202
$203M 0.07%
10,035,917
+402,837
203
$203M 0.07%
1,523,209
-65,720
204
$201M 0.07%
1,895,830
-23,091
205
$198M 0.07%
727,167
+100,038
206
$198M 0.07%
763,690
+188,702
207
$198M 0.07%
725,359
+166,062
208
$198M 0.07%
2,634,624
+779,801
209
$195M 0.07%
4,761,112
-856,515
210
$194M 0.07%
2,092,075
+645,307
211
$194M 0.07%
6,235,816
-5,393,746
212
$192M 0.06%
3,728,081
-180,148
213
$189M 0.06%
1,671,840
+486,440
214
$188M 0.06%
3,697,631
-13,692
215
$187M 0.06%
2,767,724
-1,126,657
216
$187M 0.06%
879,102
+21,683
217
$186M 0.06%
2,187,630
+18,578
218
$185M 0.06%
3,083,218
-278,249
219
$183M 0.06%
899,554
+25,613
220
$183M 0.06%
6,062,559
+1,075,518
221
$183M 0.06%
2,707,585
+1,036,370
222
$182M 0.06%
768,004
+75,046
223
$182M 0.06%
677,777
-185,066
224
$182M 0.06%
4,062,991
-7,448
225
$182M 0.06%
1,823,435
-223,387
7 8
9
10 11