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
451
$45.6M 0.02%
245,762
-118,121
452
$45.6M 0.02%
1,094,110
+161,610
453
$45.6M 0.02%
1,502,841
-64,408
454
$45.6M 0.02%
316,946
-62,443
455
$45.5M 0.02%
1,770,139
-171,576
456
$45.2M 0.02%
562,491
-43,954
457
$45.2M 0.02%
4,773,447
-414,961
458
$45.1M 0.02%
3,274,560
-12,097
459
$44.7M 0.02%
1,279,920
-28,815
460
$44.6M 0.02%
968,350
-207,590
461
$44.6M 0.02%
433,006
-25,921
462
$44.3M 0.02%
443,455
-167,923
463
$44.3M 0.02%
2,063,000
+469,930
464
$44.3M 0.02%
163,974
-71,979
465
$44.2M 0.02%
882,847
-23,393
466
$44.2M 0.02%
2,726,085
+1,659,765
467
$44M 0.02%
4,498,963
-254,009
468
$43.9M 0.02%
697,325
-404,229
469
$43.7M 0.02%
360,557
+87,814
470
$43.5M 0.02%
2,588,101
+135,066
471
$43.4M 0.02%
228,909
-36,265
472
$43.3M 0.02%
326,556
-79,932
473
$43M 0.02%
1,277,040
-293,450
474
$42.9M 0.02%
148,446
-44,007
475
$42.6M 0.02%
392,362
-77,370
17 18
19
20 21