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
3851
$211K ﹤0.01%
17,817
-8,948
3852
$211K ﹤0.01%
25,290
-2,962
3853
$211K ﹤0.01%
16,315
-4,008
3854
$210K ﹤0.01%
7,198
-7,919
3855
$210K ﹤0.01%
4,893
-1,861
3856
$210K ﹤0.01%
7,228
-638
3857
$210K ﹤0.01%
38,237
-1,072,397
3858
$210K ﹤0.01%
16,991
-10,052
3859
$209K ﹤0.01%
4,577
-8,859
3860
$209K ﹤0.01%
10,955
-11,247
3861
$208K ﹤0.01%
40,219
-14,533
3862
$208K ﹤0.01%
1,170
-1,012
3863
$208K ﹤0.01%
17,398
-60,063
3864
$208K ﹤0.01%
22,663
-109,302
3865
$208K ﹤0.01%
18,642
-2,575
3866
$208K ﹤0.01%
7,709
-12,494
3867
$208K ﹤0.01%
10,298
-12,989
3868
$208K ﹤0.01%
6,648
+2,396
3869
$208K ﹤0.01%
135,577
-37,132
3870
$207K ﹤0.01%
11,808
+9,500
3871
$207K ﹤0.01%
3,510
+2,005
3872
$207K ﹤0.01%
6,339
+4,957
3873
$207K ﹤0.01%
21,793
+18,841
3874
$206K ﹤0.01%
48,502
-11,672
3875
$205K ﹤0.01%
2,370
-16,854
153 154
155
156 157