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
2576
$1.12M ﹤0.01%
20,552
+16,310
2577
$1.12M ﹤0.01%
110,863
+11,329
2578
$1.11M ﹤0.01%
45,994
-103,515
2579
$1.11M ﹤0.01%
20,489
-110,526
2580
$1.11M ﹤0.01%
244,862
-13,608
2581
$1.11M ﹤0.01%
313,882
-129,668
2582
$1.11M ﹤0.01%
26,546
+22,097
2583
$1.11M ﹤0.01%
29,441
-14,210
2584
$1.11M ﹤0.01%
18,701
+84
2585
$1.1M ﹤0.01%
37,342
+2,849
2586
$1.1M ﹤0.01%
175,460
-24,395
2587
$1.1M ﹤0.01%
89,425
-37,132
2588
$1.1M ﹤0.01%
125,365
-42,510
2589
$1.1M ﹤0.01%
14,165
-8,143
2590
$1.1M ﹤0.01%
31,125
-25,382
2591
$1.1M ﹤0.01%
49,874
+9,411
2592
$1.1M ﹤0.01%
69,479
-219,429
2593
$1.1M ﹤0.01%
21,651
-8,407
2594
$1.09M ﹤0.01%
21,022
-29,549
2595
$1.09M ﹤0.01%
71,940
+676
2596
$1.09M ﹤0.01%
47,886
-236,885
2597
$1.09M ﹤0.01%
111,663
+28,199
2598
$1.09M ﹤0.01%
1,826
+577
2599
$1.08M ﹤0.01%
57,944
-34,626
2600
$1.08M ﹤0.01%
143,926
-15,512
102 103
104
105 106