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
3701
$259K ﹤0.01%
12,224
-11,198
3702
$259K ﹤0.01%
8,163
-2,209
3703
$259K ﹤0.01%
23,580
-57,411
3704
$258K ﹤0.01%
19,360
-2,717
3705
$258K ﹤0.01%
1,133
+791
3706
$258K ﹤0.01%
10,394
-3,810
3707
$258K ﹤0.01%
4,865
-1,919
3708
$257K ﹤0.01%
24,284
-4,860
3709
$257K ﹤0.01%
26,853
-35,318
3710
$256K ﹤0.01%
17,737
-2,630
3711
$255K ﹤0.01%
34,489
-11,592
3712
$255K ﹤0.01%
19,824
-6,356
3713
$255K ﹤0.01%
6,698
-26,239
3714
$255K ﹤0.01%
16,309
-2,568
3715
$255K ﹤0.01%
35,921
-11,385
3716
$255K ﹤0.01%
4,520
-4,072
3717
$255K ﹤0.01%
35,645
-116,151
3718
$255K ﹤0.01%
25,356
+56
3719
$254K ﹤0.01%
23,348
-25,208
3720
$254K ﹤0.01%
7,290
-16,848
3721
$254K ﹤0.01%
20,416
-12,228
3722
$254K ﹤0.01%
18,057
-17,192
3723
$254K ﹤0.01%
4,655
-321
3724
$253K ﹤0.01%
27,795
-6,734
3725
$253K ﹤0.01%
2,380
-14,801
147 148
149
150 151