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
276
$96.8M 0.05%
2,169,316
-388,928
277
$96.7M 0.05%
1,846,263
+342,535
278
$95.8M 0.05%
759,168
-969,041
279
$95.2M 0.04%
1,759,191
-32,257
280
$94.6M 0.04%
7,682,607
-185,716
281
$93.8M 0.04%
2,624,050
+350,799
282
$93.3M 0.04%
2,156,362
-1,600,039
283
$92.9M 0.04%
636,059
-191,119
284
$92.9M 0.04%
2,213,089
+301,686
285
$92.4M 0.04%
3,259,231
+635,846
286
$92.1M 0.04%
2,708,027
-1,654,377
287
$91.8M 0.04%
773,522
+14,894
288
$90.5M 0.04%
2,772,378
+350,361
289
$90.5M 0.04%
3,771,480
-27,700
290
$90.4M 0.04%
2,230,970
-543,059
291
$90.3M 0.04%
1,883,394
-150,761
292
$90.3M 0.04%
1,924,542
-628,428
293
$89.6M 0.04%
4,690,623
-2,166,462
294
$88.5M 0.04%
1,378,620
+464,010
295
$88.4M 0.04%
3,655,827
-257,218
296
$88.2M 0.04%
2,707,853
-1,827,759
297
$88.2M 0.04%
1,666,952
-1,008,798
298
$88.1M 0.04%
2,888,434
-620,693
299
$88M 0.04%
1,603,952
+374,846
300
$87.9M 0.04%
1,758,944
-681,354
10 11
12
13 14