UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
Industrial Select Sector SPDR Fund
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 8.57%
4 Healthcare 7.93%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.54B 2.21%
29,399,264
-1,315,916
2
$6.39B 2.16%
48,174,106
+1,805,987
3
$4.21B 1.42%
25,850,700
-1,191,900
4
$3.99B 1.35%
10,667,910
-2,728,183
5
$2.65B 0.9%
8,462,086
-337,255
6
$2.49B 0.84%
28,420,980
+671,460
7
$2.26B 0.77%
17,823,497
+7,409
8
$2.03B 0.69%
7,639,622
-330,154
9
$2.01B 0.68%
160,829,424
+35,900,455
10
$1.89B 0.64%
12,019,945
-1,047,508
11
$1.76B 0.6%
6,454,839
+138,414
12
$1.75B 0.59%
8,018,088
-415,762
13
$1.74B 0.59%
8,885,373
-306,592
14
$1.57B 0.53%
31,467,667
+3,647,057
15
$1.56B 0.53%
11,211,083
-748,745
16
$1.5B 0.51%
6,427,617
+631,298
17
$1.46B 0.49%
6,043,017
-134,052
18
$1.45B 0.49%
12,378,722
+235,981
19
$1.44B 0.49%
5,498,358
-145,636
20
$1.42B 0.48%
16,248,860
+1,201,060
21
$1.38B 0.47%
5,460,418
-3,389,895
22
$1.37B 0.46%
7,545,358
-375,008
23
$1.34B 0.45%
29,898,501
-190,153
24
$1.31B 0.44%
19,005,200
-29,529,903
25
$1.31B 0.44%
24,922,216
+432,405
1
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