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
4151
$141K ﹤0.01%
28,485
-78,626
4152
$141K ﹤0.01%
762,007
+72,164
4153
$140K ﹤0.01%
1,405
+361
4154
$140K ﹤0.01%
4,671
-4,433
4155
$140K ﹤0.01%
12,893
-6,679
4156
$140K ﹤0.01%
12,676
-28,382
4157
$140K ﹤0.01%
19,786
-55,405
4158
$140K ﹤0.01%
3,198
-48,325
4159
$140K ﹤0.01%
10,948
+1,161
4160
$140K ﹤0.01%
11,722
-13,062
4161
$140K ﹤0.01%
10,798
-57,666
4162
$140K ﹤0.01%
11,078
-5,876
4163
$140K ﹤0.01%
53,008
-327,465
4164
$140K ﹤0.01%
13,991
+10,223
4165
$139K ﹤0.01%
17,124
-4,898
4166
$139K ﹤0.01%
6,052
-3,270
4167
$138K ﹤0.01%
8,385
+8,066
4168
$138K ﹤0.01%
7,038
-4,538
4169
$138K ﹤0.01%
8,750
-1,915
4170
$138K ﹤0.01%
10,140
-1,925
4171
$138K ﹤0.01%
4,864
-4,541
4172
$138K ﹤0.01%
2,859
-10,062
4173
$138K ﹤0.01%
64,749
-69,607
4174
$137K ﹤0.01%
10,497
-7,897
4175
$137K ﹤0.01%
491
+380
165 166
167
168 169