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
2601
$1.08M ﹤0.01%
27,244
-29,370
2602
$1.08M ﹤0.01%
+108,140
2603
$1.08M ﹤0.01%
144,099
+218
2604
$1.07M ﹤0.01%
40,537
-34,470
2605
$1.07M ﹤0.01%
42,966
+46
2606
$1.07M ﹤0.01%
80,932
+26,233
2607
$1.07M ﹤0.01%
42,635
-173,860
2608
$1.07M ﹤0.01%
16,422
-14,530
2609
$1.07M ﹤0.01%
320,950
-69,281
2610
$1.07M ﹤0.01%
145,610
+17,283
2611
$1.07M ﹤0.01%
62,973
-1,687
2612
$1.06M ﹤0.01%
75,629
-13,884
2613
$1.06M ﹤0.01%
287,491
-536,879
2614
$1.06M ﹤0.01%
86,869
-164,991
2615
$1.06M ﹤0.01%
29,840
-63,197
2616
$1.05M ﹤0.01%
29,207
-2,609
2617
$1.05M ﹤0.01%
97,182
+406
2618
$1.05M ﹤0.01%
784,428
-706,860
2619
$1.05M ﹤0.01%
28,589
-78,781
2620
$1.05M ﹤0.01%
102,216
-1,002,332
2621
$1.05M ﹤0.01%
45,774
-86,642
2622
$1.05M ﹤0.01%
38,272
-2,610
2623
$1.05M ﹤0.01%
33,380
-9,552
2624
$1.04M ﹤0.01%
33,789
-28,976
2625
$1.04M ﹤0.01%
29,571
+3,731
103 104
105
106 107