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
3326
$435K ﹤0.01%
16,570
+54
3327
$435K ﹤0.01%
74,626
+8,105
3328
$435K ﹤0.01%
50,638
-54,556
3329
$434K ﹤0.01%
15,705
-247
3330
$433K ﹤0.01%
14,017
-46,917
3331
$431K ﹤0.01%
82,537
-37,284
3332
$431K ﹤0.01%
21,625
+2,824
3333
$431K ﹤0.01%
126,809
-8,700
3334
$431K ﹤0.01%
5,238
-4,109
3335
$431K ﹤0.01%
25,239
-30,141
3336
$430K ﹤0.01%
59,029
-248,534
3337
$430K ﹤0.01%
67,139
+6,862
3338
$429K ﹤0.01%
31,957
-3,140
3339
$429K ﹤0.01%
67,859
-246,892
3340
$428K ﹤0.01%
24,758
-7,259
3341
$428K ﹤0.01%
29,051
+2,645
3342
$427K ﹤0.01%
8,714
-8,598
3343
$427K ﹤0.01%
27,076
-5,591
3344
$426K ﹤0.01%
7,329
+1,602
3345
$426K ﹤0.01%
34,336
+1,516
3346
$425K ﹤0.01%
39,354
-23,581
3347
$425K ﹤0.01%
30,408
-25,706
3348
$425K ﹤0.01%
2,314
-7,486
3349
$425K ﹤0.01%
70,835
-14,300
3350
$423K ﹤0.01%
1,655
-6,210
132 133
134
135 136