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
3201
$503K ﹤0.01%
5,726
-44,992
3202
$503K ﹤0.01%
19,301
+18,518
3203
$502K ﹤0.01%
65,467
-28,697
3204
$502K ﹤0.01%
35,091
-32,815
3205
$501K ﹤0.01%
43,179
-21,580
3206
$500K ﹤0.01%
4,152
-4,850
3207
$498K ﹤0.01%
24,935
-54,387
3208
$498K ﹤0.01%
20,614
-20,938
3209
$498K ﹤0.01%
17,142
+6,106
3210
$497K ﹤0.01%
25,955
+7,380
3211
$496K ﹤0.01%
14,032
-237,023
3212
$496K ﹤0.01%
6,912
-7,360
3213
$496K ﹤0.01%
136,862
-27,823
3214
$495K ﹤0.01%
29,753
-14,955
3215
$493K ﹤0.01%
4,653
-12,417
3216
$493K ﹤0.01%
38,100
-122
3217
$492K ﹤0.01%
+24,332
3218
$490K ﹤0.01%
36,067
-1,429
3219
$490K ﹤0.01%
47,826
-52,237
3220
$489K ﹤0.01%
19,604
-11,775
3221
$489K ﹤0.01%
20,233
-10,379
3222
$488K ﹤0.01%
8,708
-6,078
3223
$488K ﹤0.01%
16,703
+7,639
3224
$487K ﹤0.01%
32,521
-1,561
3225
$487K ﹤0.01%
53,908
+35,464
127 128
129
130 131