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
3776
$234K ﹤0.01%
6,196
-4,329
3777
$234K ﹤0.01%
8,739
-31,291
3778
$233K ﹤0.01%
56,537
+1,171
3779
$232K ﹤0.01%
10,511
-7,322
3780
$232K ﹤0.01%
20,566
-5,417
3781
$232K ﹤0.01%
1,017
-779
3782
$232K ﹤0.01%
22,670
-21,516
3783
$231K ﹤0.01%
20,784
+8,176
3784
$231K ﹤0.01%
18,304
+3,105
3785
$231K ﹤0.01%
15,522
+5,816
3786
$231K ﹤0.01%
8,847
+3,027
3787
$231K ﹤0.01%
5,816
-5,934
3788
$231K ﹤0.01%
13,687
-7,564
3789
$230K ﹤0.01%
27,394
+17,524
3790
$230K ﹤0.01%
29,616
-9,612
3791
$230K ﹤0.01%
10,515
-17,889
3792
$230K ﹤0.01%
3,655
-27,885
3793
$230K ﹤0.01%
40,714
-1,216
3794
$230K ﹤0.01%
23,720
-6,363
3795
$230K ﹤0.01%
10,249
-2,109
3796
$230K ﹤0.01%
11,570
+1,201
3797
$229K ﹤0.01%
25,980
+17,140
3798
$228K ﹤0.01%
3,643
-3,421
3799
$228K ﹤0.01%
15,676
-19,189
3800
$228K ﹤0.01%
8,274
-8,826
150 151
152
153 154