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
2526
$1.21M ﹤0.01%
15,754
-2,226
2527
$1.21M ﹤0.01%
40,850
+12,989
2528
$1.21M ﹤0.01%
66,381
-24,684
2529
$1.2M ﹤0.01%
26,505
-9,266
2530
$1.2M ﹤0.01%
10,683
-3,220
2531
$1.2M ﹤0.01%
112,131
-37,703
2532
$1.19M ﹤0.01%
157,487
-65,089
2533
$1.19M ﹤0.01%
57,362
-35,638
2534
$1.19M ﹤0.01%
38,346
-35,107
2535
$1.19M ﹤0.01%
197,092
-47,831
2536
$1.19M ﹤0.01%
26,074
-860
2537
$1.19M ﹤0.01%
44,869
-13,342
2538
$1.19M ﹤0.01%
191,494
+119,806
2539
$1.19M ﹤0.01%
32,357
-33,426
2540
$1.18M ﹤0.01%
64,359
-12,916
2541
$1.18M ﹤0.01%
50,023
-98,477
2542
$1.18M ﹤0.01%
57,643
+47,759
2543
$1.18M ﹤0.01%
68,008
+4,207
2544
$1.18M ﹤0.01%
282,203
+80,332
2545
$1.18M ﹤0.01%
64,385
-8,700
2546
$1.18M ﹤0.01%
83,543
-32,124
2547
$1.18M ﹤0.01%
109,495
-3,715
2548
$1.18M ﹤0.01%
26,168
+3,830
2549
$1.18M ﹤0.01%
25,364
-57,505
2550
$1.18M ﹤0.01%
51,137
-64,705
100 101
102
103 104