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
3351
$423K ﹤0.01%
18,504
+15,978
3352
$423K ﹤0.01%
12,550
+19
3353
$422K ﹤0.01%
123,615
-87,687
3354
$422K ﹤0.01%
33,086
-89,709
3355
$422K ﹤0.01%
55,593
+18,009
3356
$421K ﹤0.01%
40,341
-33,590
3357
$420K ﹤0.01%
14,593
+3,369
3358
$420K ﹤0.01%
9,663
-9,182
3359
$419K ﹤0.01%
89,999
-7,344
3360
$419K ﹤0.01%
19,755
-43,230
3361
$419K ﹤0.01%
30,710
-6,630
3362
$416K ﹤0.01%
54,324
+32,901
3363
$416K ﹤0.01%
38,893
-43,650
3364
$414K ﹤0.01%
10,829
-48,512
3365
$413K ﹤0.01%
12,276
+11,175
3366
$411K ﹤0.01%
14,209
-12,711
3367
$410K ﹤0.01%
78,696
+72,320
3368
$410K ﹤0.01%
19,781
-12,738
3369
$410K ﹤0.01%
7,454
-39,271
3370
$410K ﹤0.01%
15,260
-16,721
3371
$410K ﹤0.01%
218,325
-66,500
3372
$409K ﹤0.01%
33,024
-2,150
3373
$409K ﹤0.01%
17,424
+14,787
3374
$408K ﹤0.01%
22,770
-26,118
3375
$407K ﹤0.01%
8,538
-11,372
133 134
135
136 137