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
326
$76.3M 0.04%
1,113,003
-704,162
327
$76.1M 0.04%
906,626
-414,964
328
$75.9M 0.04%
3,652,976
-87,908
329
$75.7M 0.04%
2,576,358
-299,482
330
$74.5M 0.04%
1,625,576
-632,826
331
$74.2M 0.04%
428,359
+69,852
332
$74.1M 0.03%
1,490,640
+23,117
333
$73.9M 0.03%
2,814,083
-63,148
334
$73.6M 0.03%
3,047,850
-449,009
335
$73.3M 0.03%
1,175,635
+543,792
336
$73.3M 0.03%
511,112
-299,853
337
$73.2M 0.03%
1,626,029
-208,680
338
$72.8M 0.03%
2,416,076
+1,640,863
339
$71.9M 0.03%
713,420
+137,135
340
$71.3M 0.03%
1,379,696
+21,310
341
$70.7M 0.03%
1,452,047
+111,200
342
$69.9M 0.03%
4,900,114
-856,361
343
$69.8M 0.03%
1,012,380
-169,756
344
$69.6M 0.03%
417,855
-363,069
345
$69.5M 0.03%
503,342
-131,875
346
$69.2M 0.03%
3,138,731
-2,471,827
347
$68.9M 0.03%
1,835,394
-162,438
348
$67.9M 0.03%
2,278,879
+676,180
349
$67.5M 0.03%
2,321,022
+45,116
350
$67.5M 0.03%
2,470,314
-371,460
12 13
14
15 16