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
2851
$774K ﹤0.01%
25,223
-2,022
2852
$773K ﹤0.01%
86,371
-135,866
2853
$773K ﹤0.01%
35,104
+1,124
2854
$772K ﹤0.01%
39,607
-74
2855
$772K ﹤0.01%
58,346
-58,072
2856
$770K ﹤0.01%
73,139
-213,123
2857
$770K ﹤0.01%
22,206
+19,077
2858
$769K ﹤0.01%
100,710
-1,028,013
2859
$769K ﹤0.01%
27,531
+4,755
2860
$769K ﹤0.01%
21,148
+6,454
2861
$769K ﹤0.01%
66,285
-48,110
2862
$768K ﹤0.01%
46,826
-20,942
2863
$768K ﹤0.01%
49,995
-22,622
2864
$766K ﹤0.01%
14,827
-12,356
2865
$764K ﹤0.01%
113,155
-163,855
2866
$764K ﹤0.01%
65,675
+3,475
2867
$762K ﹤0.01%
62,963
+47,195
2868
$762K ﹤0.01%
63,610
+62,255
2869
$761K ﹤0.01%
248,618
-1,936,994
2870
$761K ﹤0.01%
32,906
-42,325
2871
$760K ﹤0.01%
54,880
-78,975
2872
$760K ﹤0.01%
63,348
-26,398
2873
$760K ﹤0.01%
12,560
-1,963
2874
$759K ﹤0.01%
18,383
+1,961
2875
$757K ﹤0.01%
175,585
+17,334
113 114
115
116 117