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
4126
$145K ﹤0.01%
16,657
+6,052
4127
$145K ﹤0.01%
22,995
+7,650
4128
$145K ﹤0.01%
17,851
-25,092
4129
$144K ﹤0.01%
40,752
-38,611
4130
$144K ﹤0.01%
34,511
-40,200
4131
$144K ﹤0.01%
4,166
-401
4132
$144K ﹤0.01%
7,152
-6,440
4133
$144K ﹤0.01%
+6,426
4134
$144K ﹤0.01%
323,817
-298,074
4135
$143K ﹤0.01%
21,105
-16,917
4136
$143K ﹤0.01%
5,854
-21,332
4137
$143K ﹤0.01%
8,684
-73,307
4138
$143K ﹤0.01%
10,405
-10,662
4139
$143K ﹤0.01%
4,187
-7,770
4140
$142K ﹤0.01%
28,270
-9,140
4141
$142K ﹤0.01%
48
-1,374
4142
$142K ﹤0.01%
10,009
-10,816
4143
$142K ﹤0.01%
+3,783
4144
$142K ﹤0.01%
4,644
-2,643
4145
$141K ﹤0.01%
11,987
+4,857
4146
$141K ﹤0.01%
488
-534
4147
$141K ﹤0.01%
5,315
-174,187
4148
$141K ﹤0.01%
+14,950
4149
$141K ﹤0.01%
3,954
-1,094
4150
$141K ﹤0.01%
14,888
-17,450
164 165
166
167 168