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
3801
$227K ﹤0.01%
12,335
-13,427
3802
$226K ﹤0.01%
12,583
-2,226
3803
$226K ﹤0.01%
9,508
-9,094
3804
$226K ﹤0.01%
13,839
-5,502
3805
$226K ﹤0.01%
11,241
+10,459
3806
$226K ﹤0.01%
88,404
-117,351
3807
$225K ﹤0.01%
36,216
-808,188
3808
$225K ﹤0.01%
24,700
-15,090
3809
$224K ﹤0.01%
23,442
-14,106
3810
$224K ﹤0.01%
18,640
-10,429
3811
$223K ﹤0.01%
22,375
-27,042
3812
$223K ﹤0.01%
9,659
-4,915
3813
$223K ﹤0.01%
1,379
-18,327
3814
$223K ﹤0.01%
42,124
-13,136
3815
$222K ﹤0.01%
2,395
-1,215
3816
$222K ﹤0.01%
58,608
-62,503
3817
$222K ﹤0.01%
22,085
-21,169
3818
$222K ﹤0.01%
26,266
-8,702
3819
$222K ﹤0.01%
9,955
-4,934
3820
$221K ﹤0.01%
19,694
-108,237
3821
$221K ﹤0.01%
158,500
-21,358
3822
$221K ﹤0.01%
35,031
+31,684
3823
$221K ﹤0.01%
27,695
+24,492
3824
$221K ﹤0.01%
28,651
-14,364
3825
$221K ﹤0.01%
53,225
-30,340
151 152
153
154 155