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
3751
$244K ﹤0.01%
10,194
-10,192
3752
$243K ﹤0.01%
51,884
-72,107
3753
$243K ﹤0.01%
78,759
-87,310
3754
$242K ﹤0.01%
33,471
-70,888
3755
$242K ﹤0.01%
8,362
-66,972
3756
$242K ﹤0.01%
38,982
-67,277
3757
$242K ﹤0.01%
53,264
-51,079
3758
$241K ﹤0.01%
73,975
+3,146
3759
$241K ﹤0.01%
23,087
-80,208
3760
$240K ﹤0.01%
19,358
-11,190
3761
$240K ﹤0.01%
8,742
-17,871
3762
$240K ﹤0.01%
3,920
+1,350
3763
$240K ﹤0.01%
33,295
-33,751
3764
$239K ﹤0.01%
20,289
-31,797
3765
$239K ﹤0.01%
31,035
-26,388
3766
$238K ﹤0.01%
4,066
-20,300
3767
$238K ﹤0.01%
25,835
+4,996
3768
$238K ﹤0.01%
17,000
+12,183
3769
$237K ﹤0.01%
684
-493
3770
$236K ﹤0.01%
30,768
-24,636
3771
$236K ﹤0.01%
14,300
-2,354
3772
$236K ﹤0.01%
40,414
+12,839
3773
$236K ﹤0.01%
39,323
+7,834
3774
$236K ﹤0.01%
2,471
+571
3775
$235K ﹤0.01%
57,629
+762
149 150
151
152 153