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
2501
$1.25M ﹤0.01%
21,652
+2,999
2502
$1.25M ﹤0.01%
35,920
-3,348
2503
$1.25M ﹤0.01%
107,508
-129,907
2504
$1.25M ﹤0.01%
98,383
-12,605
2505
$1.24M ﹤0.01%
67,940
-212,757
2506
$1.24M ﹤0.01%
38,712
-38,215
2507
$1.24M ﹤0.01%
31,661
+19,541
2508
$1.24M ﹤0.01%
39,329
+4,294
2509
$1.24M ﹤0.01%
296,290
-223,339
2510
$1.23M ﹤0.01%
300,290
+297,583
2511
$1.23M ﹤0.01%
20,957
-23,463
2512
$1.23M ﹤0.01%
46,734
+21,577
2513
$1.23M ﹤0.01%
154,304
-4,549
2514
$1.23M ﹤0.01%
236,368
+19,665
2515
$1.23M ﹤0.01%
144,964
+47,718
2516
$1.23M ﹤0.01%
21,457
-16,338
2517
$1.23M ﹤0.01%
74,021
-48,627
2518
$1.22M ﹤0.01%
92,679
-265,557
2519
$1.22M ﹤0.01%
10,214
-64,087
2520
$1.22M ﹤0.01%
100,782
-7,506
2521
$1.22M ﹤0.01%
116,818
-36,141
2522
$1.22M ﹤0.01%
39,890
-19,009
2523
$1.22M ﹤0.01%
63,860
+28,100
2524
$1.21M ﹤0.01%
102,932
-106,457
2525
$1.21M ﹤0.01%
54,185
-3,371
99 100
101
102 103