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
3526
$334K ﹤0.01%
96,729
-38,317
3527
$333K ﹤0.01%
14,967
-6,887
3528
$331K ﹤0.01%
6,463
+4,467
3529
$330K ﹤0.01%
18,873
-9,855
3530
$329K ﹤0.01%
25,778
-26,892
3531
$328K ﹤0.01%
28,525
-108,236
3532
$328K ﹤0.01%
3,517
-10,838
3533
$328K ﹤0.01%
8,215
-6,538
3534
$327K ﹤0.01%
32,175
-7,900
3535
$326K ﹤0.01%
9,935
-12,925
3536
$326K ﹤0.01%
42,919
+3,021
3537
$325K ﹤0.01%
56,915
-76,336
3538
$325K ﹤0.01%
38,059
+36,357
3539
$324K ﹤0.01%
29,667
-10,249
3540
$324K ﹤0.01%
44,042
-226,809
3541
$324K ﹤0.01%
9,584
-7,763
3542
$323K ﹤0.01%
17,811
+4,047
3543
$323K ﹤0.01%
9,809
+73
3544
$322K ﹤0.01%
10,137
+3,732
3545
$322K ﹤0.01%
21,358
-23,328
3546
$322K ﹤0.01%
5,695
-12,148
3547
$320K ﹤0.01%
135,360
-72,840
3548
$320K ﹤0.01%
44,284
-28,201
3549
$319K ﹤0.01%
11,854
+994
3550
$319K ﹤0.01%
6,642
+2,352
140 141
142
143 144