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
3076
$583K ﹤0.01%
60,118
-192,701
3077
$582K ﹤0.01%
17,820
-10,031
3078
$581K ﹤0.01%
20,246
+3,303
3079
$581K ﹤0.01%
4,102
+1,128
3080
$580K ﹤0.01%
27,238
-9,978
3081
$578K ﹤0.01%
59,450
-32,286
3082
$577K ﹤0.01%
73,832
-219,821
3083
$577K ﹤0.01%
145,019
-366,649
3084
$577K ﹤0.01%
22,608
-31,050
3085
$576K ﹤0.01%
12,901
-236
3086
$574K ﹤0.01%
22,957
-16,074
3087
$574K ﹤0.01%
83,390
+20
3088
$573K ﹤0.01%
43,891
+35,855
3089
$573K ﹤0.01%
46,824
+4,052
3090
$572K ﹤0.01%
46,895
-3,933
3091
$572K ﹤0.01%
41,778
-38,379
3092
$571K ﹤0.01%
25,371
-13,559
3093
$571K ﹤0.01%
27,381
-21,676
3094
$570K ﹤0.01%
134,186
-109,937
3095
$568K ﹤0.01%
10,308
-121,703
3096
$568K ﹤0.01%
28,369
-53,979
3097
$568K ﹤0.01%
17,401
-18,904
3098
$566K ﹤0.01%
43,270
-152,829
3099
$565K ﹤0.01%
77,453
-20,646
3100
$564K ﹤0.01%
13,943
-6,800
122 123
124
125 126