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
4251
$123K ﹤0.01%
4,198
-2,062
4252
$123K ﹤0.01%
23,292
-11,182
4253
$123K ﹤0.01%
16,028
+2,791
4254
$123K ﹤0.01%
4,383
+4,122
4255
$123K ﹤0.01%
45,607
-33,108
4256
$122K ﹤0.01%
3,119
+1,323
4257
$122K ﹤0.01%
14,871
-779,559
4258
$122K ﹤0.01%
31,683
-77,913
4259
$122K ﹤0.01%
42,875
+9
4260
$122K ﹤0.01%
2,608
+800
4261
$122K ﹤0.01%
6,751
-8,294
4262
$122K ﹤0.01%
21,504
-33,739
4263
$121K ﹤0.01%
11,317
-11,369
4264
$121K ﹤0.01%
8,216
-8,871
4265
$121K ﹤0.01%
5,724
+534
4266
$121K ﹤0.01%
5,003
-4,902
4267
$121K ﹤0.01%
3,953
+2,293
4268
$121K ﹤0.01%
9,314
-8,906
4269
$121K ﹤0.01%
2,945
-7,109
4270
$121K ﹤0.01%
7,365
-9,042
4271
$121K ﹤0.01%
12,494
-165,236
4272
$121K ﹤0.01%
14,013
-12,218
4273
$121K ﹤0.01%
12,062
-10,709
4274
$120K ﹤0.01%
51,694
-14,125
4275
$120K ﹤0.01%
14,236
-18,802
169 170
171
172 173