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
301
$87.9M 0.04%
369,273
+68,650
302
$86.5M 0.04%
623,016
+374,099
303
$85.8M 0.04%
1,873,429
+1,415,777
304
$85.5M 0.04%
136,831
-61,257
305
$85.5M 0.04%
1,627,734
-124,647
306
$84.7M 0.04%
1,111,690
-281,490
307
$84.6M 0.04%
372,710
-31,705
308
$84.6M 0.04%
1,868,928
+704,886
309
$84.4M 0.04%
2,741,705
-253,625
310
$83.4M 0.04%
263,497
-6,502
311
$83.2M 0.04%
1,462,894
-209,930
312
$82.4M 0.04%
1,524,576
-70,099
313
$82.1M 0.04%
1,746,776
+235,163
314
$80.1M 0.04%
485,124
-218,514
315
$79.7M 0.04%
602,035
+91,256
316
$79.6M 0.04%
5,627,230
-1,001,611
317
$79.2M 0.04%
2,774,940
+145,975
318
$78.9M 0.04%
531,826
-108,094
319
$78.8M 0.04%
1,325,102
+15,368
320
$77.6M 0.04%
2,645,849
-71,299
321
$76.9M 0.04%
313,816
-65,717
322
$76.9M 0.04%
3,117,674
+581,468
323
$76.8M 0.04%
848,103
-98,748
324
$76.8M 0.04%
289,009
-48,932
325
$76.7M 0.04%
1,161,881
+33,446
11 12
13
14 15