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
2476
$1.29M ﹤0.01%
29,308
-9,334
2477
$1.29M ﹤0.01%
62,878
-249,529
2478
$1.29M ﹤0.01%
+50,647
2479
$1.29M ﹤0.01%
178,682
-62,247
2480
$1.28M ﹤0.01%
35,380
-22,895
2481
$1.28M ﹤0.01%
16,828
-18,242
2482
$1.28M ﹤0.01%
30,301
-35,805
2483
$1.28M ﹤0.01%
47,455
+36,269
2484
$1.28M ﹤0.01%
13,515
+721
2485
$1.27M ﹤0.01%
88,366
-72,069
2486
$1.27M ﹤0.01%
24,377
-7,299
2487
$1.27M ﹤0.01%
114,068
+38,808
2488
$1.27M ﹤0.01%
81,117
+39,786
2489
$1.26M ﹤0.01%
66,192
-67,762
2490
$1.26M ﹤0.01%
99,747
-6,378
2491
$1.26M ﹤0.01%
20,523
-95,300
2492
$1.26M ﹤0.01%
142,349
-55,235
2493
$1.26M ﹤0.01%
69,287
-10,626
2494
$1.26M ﹤0.01%
49,870
-60,628
2495
$1.26M ﹤0.01%
16,471
-37,878
2496
$1.25M ﹤0.01%
18,030
-1,900
2497
$1.25M ﹤0.01%
69,274
-378,951
2498
$1.25M ﹤0.01%
157,687
+1,341
2499
$1.25M ﹤0.01%
35,188
+3,646
2500
$1.25M ﹤0.01%
12,096
-12,518
98 99
100
101 102