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
4526
$89K ﹤0.01%
9,359
+376
4527
$89K ﹤0.01%
2,158
-115
4528
$89K ﹤0.01%
11,996
+386
4529
$89K ﹤0.01%
4,390
-380
4530
$89K ﹤0.01%
2,001
+794
4531
$88K ﹤0.01%
4,017
-43,721
4532
$88K ﹤0.01%
13,761
-13,868
4533
$88K ﹤0.01%
3,852
-33,936
4534
$88K ﹤0.01%
80,282
-10,348
4535
$88K ﹤0.01%
8,604
-5,320
4536
$88K ﹤0.01%
11,951
-15,133
4537
$88K ﹤0.01%
706
+240
4538
$88K ﹤0.01%
10,473
-23,718
4539
$88K ﹤0.01%
1,883
+1,128
4540
$88K ﹤0.01%
5,885
-7,670
4541
$88K ﹤0.01%
6,405
-24,663
4542
$87K ﹤0.01%
6,798
-1,325
4543
$87K ﹤0.01%
1,742
+1,610
4544
$87K ﹤0.01%
9,731
-9,552
4545
$87K ﹤0.01%
2,719
-954
4546
$87K ﹤0.01%
2,711
-29,300
4547
$87K ﹤0.01%
4,077
-7,688
4548
$86K ﹤0.01%
6,462
+2,329
4549
$86K ﹤0.01%
1,654
+1,534
4550
$86K ﹤0.01%
7,174
-7,081
180 181
182
183 184