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
3501
$350K ﹤0.01%
98,423
+21,337
3502
$347K ﹤0.01%
3,173
-1,276
3503
$347K ﹤0.01%
12,938
-5,933
3504
$347K ﹤0.01%
12,053
-196,122
3505
$347K ﹤0.01%
46,905
-93,798
3506
$346K ﹤0.01%
216,354
-36,346
3507
$346K ﹤0.01%
2,717
-987
3508
$345K ﹤0.01%
14,454
+3,548
3509
$345K ﹤0.01%
31,624
-2,068,828
3510
$344K ﹤0.01%
7,154
-35,577
3511
$344K ﹤0.01%
36,597
+545
3512
$343K ﹤0.01%
23,861
-82,363
3513
$342K ﹤0.01%
17,522
+11,433
3514
$341K ﹤0.01%
273
+229
3515
$340K ﹤0.01%
17,477
-182,784
3516
$340K ﹤0.01%
15,560
+12,014
3517
$340K ﹤0.01%
26,545
-14,482
3518
$340K ﹤0.01%
13,182
+7,360
3519
$340K ﹤0.01%
47,861
-271,516
3520
$339K ﹤0.01%
763
+717
3521
$338K ﹤0.01%
30,050
+12,138
3522
$338K ﹤0.01%
20,802
-9,759
3523
$338K ﹤0.01%
1,867
-7,981
3524
$337K ﹤0.01%
184,182
+147,256
3525
$336K ﹤0.01%
45,086
-26,428
139 140
141
142 143