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
3926
$191K ﹤0.01%
+7,911
3927
$191K ﹤0.01%
25,252
+16,086
3928
$191K ﹤0.01%
14,250
-14,336
3929
$190K ﹤0.01%
4,721
-6,736
3930
$190K ﹤0.01%
371,687
+42,728
3931
$189K ﹤0.01%
9,167
+1,482
3932
$189K ﹤0.01%
30,877
+4,631
3933
$189K ﹤0.01%
4,759
-4,203
3934
$189K ﹤0.01%
14,075
+372
3935
$188K ﹤0.01%
134,250
-52,326
3936
$188K ﹤0.01%
16,823
-21,018
3937
$187K ﹤0.01%
174,606
-78,125
3938
$187K ﹤0.01%
23,256
+5,783
3939
$187K ﹤0.01%
7,370
-9,932
3940
$187K ﹤0.01%
21,900
-142,970
3941
$187K ﹤0.01%
11,945
-8,120
3942
$187K ﹤0.01%
3,642
+2,579
3943
$186K ﹤0.01%
10,206
-9,787
3944
$186K ﹤0.01%
18,421
+4,298
3945
$186K ﹤0.01%
36,911
-2,063,815
3946
$186K ﹤0.01%
9,266
-9,871
3947
$185K ﹤0.01%
14,635
-10,076
3948
$185K ﹤0.01%
7,557
-1,139
3949
$184K ﹤0.01%
5,639
-10,031
3950
$184K ﹤0.01%
14,660
-130,846
156 157
158
159 160