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
3551
$319K ﹤0.01%
14,737
-2,534
3552
$319K ﹤0.01%
+31,961
3553
$319K ﹤0.01%
44,568
-35,829
3554
$318K ﹤0.01%
20,915
+16,825
3555
$318K ﹤0.01%
12,788
-1,481
3556
$318K ﹤0.01%
6,822
-5,624
3557
$318K ﹤0.01%
18,614
-25,120
3558
$317K ﹤0.01%
31,920
-19,564
3559
$317K ﹤0.01%
14,245
-16,443
3560
$316K ﹤0.01%
47,260
-3,064
3561
$315K ﹤0.01%
6,954
-13,949
3562
$315K ﹤0.01%
76,190
+67,163
3563
$314K ﹤0.01%
29,576
-1,894,252
3564
$314K ﹤0.01%
114,187
-499,931
3565
$313K ﹤0.01%
41,541
+3,400
3566
$312K ﹤0.01%
41,248
-36,840
3567
$311K ﹤0.01%
7,617
-7,578
3568
$310K ﹤0.01%
14,508
-3,543
3569
$310K ﹤0.01%
7,797
-10,748
3570
$310K ﹤0.01%
61,801
-14,139
3571
$310K ﹤0.01%
9,108
-40,499
3572
$310K ﹤0.01%
24,490
-19,199
3573
$309K ﹤0.01%
61,074
-64,022
3574
$309K ﹤0.01%
16,143
-14,378
3575
$309K ﹤0.01%
18,493
-171,946
141 142
143
144 145