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
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$705M
2
+$521M
3
+$428M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$413M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$296M

Top Sells

1
+$794M
2
+$692M
3
+$484M
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$381M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$339M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.49%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$129M 0.06%
5,472,621
-3,456,146
227
$128M 0.06%
569,683
-91,897
228
$127M 0.06%
968,774
-638,847
229
$126M 0.06%
2,996,678
-507,925
230
$126M 0.06%
2,000,667
-126,801
231
$125M 0.06%
914,241
-337,259
232
$124M 0.06%
2,731,401
+555,488
233
$124M 0.06%
1,542,805
+118,142
234
$122M 0.06%
859,559
-182,835
235
$121M 0.06%
1,096,144
+879,428
236
$121M 0.06%
2,386,175
+18,841
237
$119M 0.06%
5,817,465
+1,180,307
238
$118M 0.06%
3,632,922
+364,555
239
$118M 0.06%
2,385,206
-2,330,446
240
$118M 0.06%
783,068
-55,891
241
$118M 0.06%
2,300,660
-23,168
242
$117M 0.06%
1,178,201
-479,715
243
$117M 0.06%
7,793,211
-317,115
244
$116M 0.05%
1,492,155
-241,949
245
$115M 0.05%
963,809
-203,868
246
$115M 0.05%
1,824,860
-766,112
247
$114M 0.05%
3,897,842
+243,693
248
$114M 0.05%
4,839,377
+1,720,805
249
$113M 0.05%
11,214,270
-1,621,728
250
$109M 0.05%
16,144,057
+5,480,384
8 9
10
11 12