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
4576
$83K ﹤0.01%
22,738
-25,637
4577
$83K ﹤0.01%
6,149
-8,269
4578
$83K ﹤0.01%
2,649
-11,256
4579
$83K ﹤0.01%
5,443
+2,995
4580
$82K ﹤0.01%
26,327
-6,588
4581
$82K ﹤0.01%
102,727
+65,428
4582
$82K ﹤0.01%
+1,531
4583
$82K ﹤0.01%
7,603
-9,243
4584
$82K ﹤0.01%
5,200
-3,281
4585
$82K ﹤0.01%
3,669
+2,312
4586
$82K ﹤0.01%
35,238
+3,673
4587
$82K ﹤0.01%
6,289
-20,260
4588
$82K ﹤0.01%
1,261
+720
4589
$81K ﹤0.01%
+3,105
4590
$81K ﹤0.01%
7,629
-25,641
4591
$81K ﹤0.01%
2,874
+245
4592
$81K ﹤0.01%
2,247
-1,219
4593
$81K ﹤0.01%
5,894
-6,265
4594
$81K ﹤0.01%
5,908
-7,253
4595
$81K ﹤0.01%
7,860
-5,946
4596
$81K ﹤0.01%
1,047
4597
$80K ﹤0.01%
4,610
+1,405
4598
$80K ﹤0.01%
2,325
-556
4599
$80K ﹤0.01%
29
-65
4600
$80K ﹤0.01%
7,356
+3,194
182 183
184
185 186