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
3276
$464K ﹤0.01%
114,333
-155,171
3277
$464K ﹤0.01%
29,726
+1,873
3278
$464K ﹤0.01%
12,914
-1,444
3279
$463K ﹤0.01%
35,343
-1,132
3280
$463K ﹤0.01%
80,267
-59,263
3281
$463K ﹤0.01%
17,876
-415
3282
$462K ﹤0.01%
15,920
-2,121
3283
$462K ﹤0.01%
12,589
-6,754
3284
$462K ﹤0.01%
22,434
-12,969
3285
$461K ﹤0.01%
20,764
-19,851
3286
$460K ﹤0.01%
33,351
-26,612
3287
$460K ﹤0.01%
79,844
-2,112
3288
$458K ﹤0.01%
30,879
-34,585
3289
$458K ﹤0.01%
10,985
-190,617
3290
$457K ﹤0.01%
32,868
-285,344
3291
$457K ﹤0.01%
9,277
-40,075
3292
$456K ﹤0.01%
56,497
-424
3293
$456K ﹤0.01%
34,884
-98,173
3294
$456K ﹤0.01%
17,408
+2,446
3295
$456K ﹤0.01%
3,161
-12,375
3296
$455K ﹤0.01%
58,383
-15,137
3297
$454K ﹤0.01%
12,640
-7,507
3298
$454K ﹤0.01%
158,563
-17,286
3299
$453K ﹤0.01%
8,712
-3,316
3300
$452K ﹤0.01%
16,208
-11,934
130 131
132
133 134