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
2751
$896K ﹤0.01%
126,825
+93,014
2752
$894K ﹤0.01%
20,804
+1,845
2753
$892K ﹤0.01%
27,386
+2,381
2754
$890K ﹤0.01%
28,297
-4,626
2755
$887K ﹤0.01%
84,160
+25,888
2756
$885K ﹤0.01%
19,408
-1,534
2757
$885K ﹤0.01%
52,101
-19,945
2758
$885K ﹤0.01%
176,664
-280,288
2759
$884K ﹤0.01%
15,512
-86,499
2760
$882K ﹤0.01%
46,597
+30,740
2761
$881K ﹤0.01%
206,313
+30,703
2762
$880K ﹤0.01%
35,189
-49,319
2763
$879K ﹤0.01%
73,422
-75,254
2764
$878K ﹤0.01%
64,651
+617
2765
$877K ﹤0.01%
56,094
-130,240
2766
$877K ﹤0.01%
267,928
+264,647
2767
$874K ﹤0.01%
46,150
-15,567
2768
$874K ﹤0.01%
960
-863
2769
$873K ﹤0.01%
97,032
-851,017
2770
$872K ﹤0.01%
21,409
-19,895
2771
$872K ﹤0.01%
49,125
+38,370
2772
$869K ﹤0.01%
22,314
-49,608
2773
$868K ﹤0.01%
+482,222
2774
$868K ﹤0.01%
60,722
-981
2775
$867K ﹤0.01%
45,806
-50,983
109 110
111
112 113