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
251
$108M 0.05%
848,047
+39,647
252
$107M 0.05%
3,509,140
+495,006
253
$107M 0.05%
1,566,765
-257,625
254
$107M 0.05%
879,654
-203,693
255
$106M 0.05%
2,092,329
+193,016
256
$105M 0.05%
1,047,901
+266,068
257
$104M 0.05%
4,623,009
-316,174
258
$104M 0.05%
1,124,449
-159,730
259
$104M 0.05%
671,524
-366,363
260
$104M 0.05%
1,409,862
-258,602
261
$103M 0.05%
1,930,264
+224,683
262
$102M 0.05%
824,967
-52,868
263
$102M 0.05%
1,712,494
+495,169
264
$102M 0.05%
642,430
-27,879
265
$101M 0.05%
2,676,868
+714,447
266
$100M 0.05%
74,592
+18,846
267
$99.9M 0.05%
1,395,945
-149,936
268
$99.9M 0.05%
1,124,641
-112,455
269
$99.8M 0.05%
1,228,293
-8,265
270
$99.6M 0.05%
3,325,020
+2,445,256
271
$98.5M 0.05%
1,751,467
-254,067
272
$98.1M 0.05%
674,663
+17,038
273
$97.5M 0.05%
488,232
-96,816
274
$97M 0.05%
4,058,724
-351,365
275
$96.8M 0.05%
876,615
-101,963
9 10
11
12 13