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 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$48.9M 0.02%
896,743
+117,164
427
$48.8M 0.02%
1,716,496
+75,510
428
$48.7M 0.02%
376,174
-53,427
429
$48.6M 0.02%
380,352
-47,325
430
$48.6M 0.02%
661,881
+10,637
431
$48.4M 0.02%
380,950
-149,602
432
$48.2M 0.02%
583,483
-194,958
433
$48M 0.02%
3,729,032
+1,794,080
434
$48M 0.02%
1,118,191
-158,702
435
$48M 0.02%
7,957,044
-956,144
436
$47.9M 0.02%
2,546,594
+850,562
437
$47.9M 0.02%
2,533,385
+590,967
438
$47.8M 0.02%
1,211,428
+577,409
439
$47.8M 0.02%
521,481
+66,826
440
$47.7M 0.02%
1,419,601
+319,696
441
$47.5M 0.02%
283,306
-25,511
442
$47.5M 0.02%
404,759
+22,171
443
$47.1M 0.02%
2,158,402
-440,535
444
$47.1M 0.02%
983,145
-162,264
445
$46.9M 0.02%
96,070
-24,372
446
$46.8M 0.02%
1,635,013
-164,175
447
$46.4M 0.02%
1,752,416
-8,871
448
$46.3M 0.02%
887,199
-99,550
449
$46.2M 0.02%
4,304,876
+3,653,550
450
$45.7M 0.02%
316,822
-244,104
16 17
18
19 20