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
3151
$535K ﹤0.01%
43,472
-27,534
3152
$534K ﹤0.01%
46,924
-223,931
3153
$533K ﹤0.01%
21,193
+949
3154
$532K ﹤0.01%
42,105
+41,197
3155
$532K ﹤0.01%
14,683
-5,883
3156
$531K ﹤0.01%
143,754
-32,916
3157
$531K ﹤0.01%
29,945
-21,562
3158
$529K ﹤0.01%
104,942
+11,056
3159
$527K ﹤0.01%
75,504
-41,277
3160
$527K ﹤0.01%
1,584
-506
3161
$527K ﹤0.01%
12,758
+65
3162
$525K ﹤0.01%
171,694
+93,121
3163
$525K ﹤0.01%
91,407
+4,911
3164
$524K ﹤0.01%
46,631
-141,568
3165
$524K ﹤0.01%
30,773
-38,604
3166
$524K ﹤0.01%
9,013
-3,612
3167
$524K ﹤0.01%
20,852
+742
3168
$524K ﹤0.01%
2,624
-1,032
3169
$523K ﹤0.01%
50,943
-67,113
3170
$523K ﹤0.01%
28,321
-2,127
3171
$522K ﹤0.01%
23,573
-21,546
3172
$521K ﹤0.01%
58,953
-19,676
3173
$520K ﹤0.01%
23,598
+1,223
3174
$520K ﹤0.01%
149,599
-26,478
3175
$519K ﹤0.01%
21,114
-137,694
125 126
127
128 129