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
4076
$155K ﹤0.01%
4,550
-4,342
4077
$155K ﹤0.01%
52,000
4078
$155K ﹤0.01%
19,229
-14,885
4079
$155K ﹤0.01%
4,682
-131,513
4080
$154K ﹤0.01%
5,567
-4,821
4081
$154K ﹤0.01%
11,796
-16,717
4082
$154K ﹤0.01%
10,364
-7,802
4083
$154K ﹤0.01%
6,006
+4,482
4084
$153K ﹤0.01%
58,955
-7,011
4085
$153K ﹤0.01%
22,207
-21,099
4086
$153K ﹤0.01%
29,110
-17,818
4087
$152K ﹤0.01%
219
-89
4088
$152K ﹤0.01%
12,338
-12,043
4089
$152K ﹤0.01%
60,835
-55,436
4090
$152K ﹤0.01%
3,986
-4,379
4091
$151K ﹤0.01%
15,839
+3,406
4092
$151K ﹤0.01%
443
-3,281
4093
$151K ﹤0.01%
661
-229
4094
$151K ﹤0.01%
8,731
-341
4095
$151K ﹤0.01%
6,779
-6,703
4096
$151K ﹤0.01%
23,792
+6,317
4097
$151K ﹤0.01%
10,928
+7,918
4098
$151K ﹤0.01%
12,780
-1,370
4099
$150K ﹤0.01%
8,972
-8,153
4100
$150K ﹤0.01%
7,180
-900
162 163
164
165 166