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
476
$42.5M 0.02%
433,216
+81,702
477
$42.3M 0.02%
933,388
+162,731
478
$42.3M 0.02%
2,349,263
+46,144
479
$42.1M 0.02%
1,683,820
+68,778
480
$42.1M 0.02%
483,783
-99,667
481
$42M 0.02%
237,121
-91,643
482
$42M 0.02%
133,589
-13,993
483
$41.8M 0.02%
735,044
+7,231
484
$41.7M 0.02%
493,237
-62,999
485
$41.7M 0.02%
8,630,728
-3,808,035
486
$41.6M 0.02%
318,132
-73,712
487
$41.6M 0.02%
951,228
-86,402
488
$41.6M 0.02%
942,245
-126,651
489
$41.5M 0.02%
587,468
-561,772
490
$41.3M 0.02%
306,008
+113,646
491
$41.3M 0.02%
305,135
-152,663
492
$41.1M 0.02%
928,379
-504,625
493
$41M 0.02%
1,811,287
+323,815
494
$41M 0.02%
917,514
-297,932
495
$40.9M 0.02%
884,765
-523,709
496
$40.8M 0.02%
2,371,857
-1,141,938
497
$40.7M 0.02%
1,141,314
-383,898
498
$40.7M 0.02%
6,026,723
+3,405,095
499
$40.6M 0.02%
1,571,348
+743,828
500
$40.6M 0.02%
957,347
-188,157
18 19
20
21 22