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
351
$67.4M 0.03%
1,818,721
+109,248
352
$66.7M 0.03%
2,735,602
+26,005
353
$65.4M 0.03%
1,429,168
-617,677
354
$65.1M 0.03%
1,866,296
-368,447
355
$64.8M 0.03%
214,247
-44,789
356
$64.4M 0.03%
784,864
-183,928
357
$63.9M 0.03%
423,417
-136,793
358
$63.7M 0.03%
712,815
-5,163
359
$63M 0.03%
1,630,384
+18,320
360
$62.9M 0.03%
2,073,965
+2,007,694
361
$62.6M 0.03%
420,862
+61,169
362
$62.6M 0.03%
2,524,970
+651,417
363
$62.4M 0.03%
1,330,659
-827,232
364
$62.2M 0.03%
345,112
-71,354
365
$61.4M 0.03%
506,464
-690,213
366
$60.9M 0.03%
723,592
-89,521
367
$60.9M 0.03%
3,858,812
-41,747
368
$60.7M 0.03%
1,560,532
+62,160
369
$60.6M 0.03%
638,269
-608,092
370
$60.4M 0.03%
1,369,168
-124,226
371
$60.1M 0.03%
2,427,706
-417,302
372
$59.9M 0.03%
872,882
+40,831
373
$59.8M 0.03%
665,755
-668,638
374
$59.5M 0.03%
4,524,225
-792,215
375
$59.4M 0.03%
2,287,351
-184,964
13 14
15
16 17