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
4426
$101K ﹤0.01%
4,966
-3,554
4427
$101K ﹤0.01%
3,784
-4,346
4428
$101K ﹤0.01%
10,302
-9,663
4429
$101K ﹤0.01%
13,741
-13,159
4430
$101K ﹤0.01%
23,259
-24,325
4431
$100K ﹤0.01%
12,197
-21,876
4432
$100K ﹤0.01%
12,654
-7,130
4433
$100K ﹤0.01%
6,170
+2,914
4434
$100K ﹤0.01%
16,080
-11,062
4435
$100K ﹤0.01%
34,934
-22,741
4436
$100K ﹤0.01%
550
-823
4437
$100K ﹤0.01%
7,196
-2,835,303
4438
$100K ﹤0.01%
6,680
-3,321
4439
$100K ﹤0.01%
8,559
-90,781
4440
$100K ﹤0.01%
15,227
-17,087
4441
$100K ﹤0.01%
4,380
-4,769
4442
$99K ﹤0.01%
9,138
-8,127
4443
$99K ﹤0.01%
2,590
+1,915
4444
$99K ﹤0.01%
11,820
+1,152
4445
$99K ﹤0.01%
4,644
-1,640
4446
$99K ﹤0.01%
1,674
-2,775
4447
$99K ﹤0.01%
38,672
-25,749
4448
$99K ﹤0.01%
9,527
-8,351
4449
$98K ﹤0.01%
7,382
-3,030
4450
$98K ﹤0.01%
+1,910
176 177
178
179 180