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
4726
$66K ﹤0.01%
6,634
-88
4727
$66K ﹤0.01%
7,734
+6,313
4728
$66K ﹤0.01%
2,404
-2,635
4729
$66K ﹤0.01%
1,600
-299
4730
$66K ﹤0.01%
5,834
-7,926
4731
$66K ﹤0.01%
2,942
+1,136
4732
$66K ﹤0.01%
3,957
-19,344
4733
$66K ﹤0.01%
+2,949
4734
$66K ﹤0.01%
6,299
-3,148
4735
$66K ﹤0.01%
17,759
-9,100
4736
$66K ﹤0.01%
4,389
+1,060
4737
$65K ﹤0.01%
2,561
-7,080
4738
$65K ﹤0.01%
3,523
-10,984
4739
$65K ﹤0.01%
2,439
-1,176
4740
$65K ﹤0.01%
1,569
-8,499
4741
$65K ﹤0.01%
7,206
-3,885
4742
$65K ﹤0.01%
17,707
-23,871
4743
$65K ﹤0.01%
3,697
+1,791
4744
$65K ﹤0.01%
4,621
+3,918
4745
$64K ﹤0.01%
2,148
-2,355
4746
$64K ﹤0.01%
6,143
+4,350
4747
$64K ﹤0.01%
3,346
+406
4748
$64K ﹤0.01%
416
+25
4749
$64K ﹤0.01%
73,764
-69,086
4750
$64K ﹤0.01%
14,696
-14,760
188 189
190
191 192