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
4401
$104K ﹤0.01%
+1,358
4402
$104K ﹤0.01%
3,043
-1,214
4403
$104K ﹤0.01%
4,478
+1,953
4404
$104K ﹤0.01%
36,167
-6,124
4405
$104K ﹤0.01%
59,344
-12,695
4406
$104K ﹤0.01%
92,656
-180,416
4407
$103K ﹤0.01%
17,499
-37,531
4408
$103K ﹤0.01%
33,270
+14,127
4409
$103K ﹤0.01%
8,885
-187
4410
$103K ﹤0.01%
16,080
-25,756
4411
$103K ﹤0.01%
2,107
-662
4412
$103K ﹤0.01%
10,414
-10,420
4413
$103K ﹤0.01%
47,194
-28,758
4414
$103K ﹤0.01%
64,551
+24,700
4415
$102K ﹤0.01%
6,747
-9,127
4416
$102K ﹤0.01%
11,204
-11,273
4417
$102K ﹤0.01%
15,048
-19,260
4418
$102K ﹤0.01%
7,934
-9,248
4419
$102K ﹤0.01%
8,400
+157
4420
$102K ﹤0.01%
46,137
-583,155
4421
$102K ﹤0.01%
60,029
-191,976
4422
$101K ﹤0.01%
7,477
-10,108
4423
$101K ﹤0.01%
2,812
-5,562
4424
$101K ﹤0.01%
6,647
-7,144
4425
$101K ﹤0.01%
12,866
-380
175 176
177
178 179