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
3401
$396K ﹤0.01%
62,072
-126,365
3402
$394K ﹤0.01%
22,498
-15,089
3403
$394K ﹤0.01%
17,809
+7,568
3404
$394K ﹤0.01%
28,137
-22,263
3405
$392K ﹤0.01%
46,578
+13,873
3406
$391K ﹤0.01%
27,307
-92,746
3407
$391K ﹤0.01%
11,830
-6,427
3408
$390K ﹤0.01%
6,650
-11,542
3409
$390K ﹤0.01%
16,295
-15,531
3410
$390K ﹤0.01%
8,583
-6,454
3411
$390K ﹤0.01%
+51,922
3412
$389K ﹤0.01%
153,042
+45,959
3413
$389K ﹤0.01%
39,823
-5,142
3414
$389K ﹤0.01%
15,657
-165,034
3415
$388K ﹤0.01%
15,175
-3,048
3416
$388K ﹤0.01%
9,062
+1,684
3417
$387K ﹤0.01%
17,849
-38,929
3418
$387K ﹤0.01%
7,095
-3,478
3419
$386K ﹤0.01%
32,596
+14,183
3420
$386K ﹤0.01%
8,060
-890
3421
$386K ﹤0.01%
13,351
-126,236
3422
$385K ﹤0.01%
32,788
+1,424
3423
$385K ﹤0.01%
6,909
-4,787
3424
$384K ﹤0.01%
54,568
-163,150
3425
$384K ﹤0.01%
30,305
-28,397
135 136
137
138 139