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
4751
$64K ﹤0.01%
4,085
-4,904
4752
$64K ﹤0.01%
2,334
-1,269
4753
$64K ﹤0.01%
16,297
-38,776
4754
$64K ﹤0.01%
5,659
-26,858
4755
$63K ﹤0.01%
6,269
-6,168
4756
$63K ﹤0.01%
3,588
-4,161
4757
$63K ﹤0.01%
+6,459
4758
$63K ﹤0.01%
15,801
-9,525
4759
$63K ﹤0.01%
+1,098
4760
$63K ﹤0.01%
25,288
+4,124
4761
$63K ﹤0.01%
1,166
+25
4762
$63K ﹤0.01%
2,169
+664
4763
$63K ﹤0.01%
28,475
-34,005
4764
$63K ﹤0.01%
1,679
+233
4765
$63K ﹤0.01%
9,894
+9,409
4766
$63K ﹤0.01%
6,453
-7,548
4767
$63K ﹤0.01%
29,193
-32,642
4768
$63K ﹤0.01%
2,021
-8,636
4769
$62K ﹤0.01%
6,401
+3,480
4770
$62K ﹤0.01%
10,794
-63,516
4771
$62K ﹤0.01%
1,566
-1,320
4772
$62K ﹤0.01%
10,867
-1,056
4773
$62K ﹤0.01%
15,029
-15,320
4774
$62K ﹤0.01%
13,072
-21,814
4775
$62K ﹤0.01%
12,690
-13,928
189 190
191
192 193