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
4276
$120K ﹤0.01%
4,154
+3,221
4277
$120K ﹤0.01%
14,907
+4,042
4278
$120K ﹤0.01%
14,964
-9,935
4279
$120K ﹤0.01%
1,098
-773
4280
$120K ﹤0.01%
2,372
+1,728
4281
$120K ﹤0.01%
24,904
-11,535
4282
$120K ﹤0.01%
16,464
-16,892
4283
$119K ﹤0.01%
9,141
-13,594
4284
$119K ﹤0.01%
16,190
-10,556
4285
$119K ﹤0.01%
17,238
-7,741
4286
$119K ﹤0.01%
12,994
+858
4287
$118K ﹤0.01%
7,674
-601
4288
$118K ﹤0.01%
6,845
-8,466
4289
$118K ﹤0.01%
4,687
-1,506
4290
$118K ﹤0.01%
21,958
-14,075
4291
$118K ﹤0.01%
5,543
-23,569
4292
$118K ﹤0.01%
11,722
-16,291
4293
$118K ﹤0.01%
10,726
-16,684
4294
$118K ﹤0.01%
8,631
-8,596
4295
$118K ﹤0.01%
9,179
+642
4296
$117K ﹤0.01%
3,879
-6,258
4297
$117K ﹤0.01%
2,426
-2,915
4298
$117K ﹤0.01%
22,162
-22,373
4299
$117K ﹤0.01%
44,845
-12,123
4300
$117K ﹤0.01%
13,262
-39,333
170 171
172
173 174