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
5201
$35K ﹤0.01%
4,524
-6,964
5202
$35K ﹤0.01%
668
-1,077
5203
$35K ﹤0.01%
9,923
-25,261
5204
$35K ﹤0.01%
117
-464
5205
$35K ﹤0.01%
1,751
+111
5206
$35K ﹤0.01%
2,120
+1,815
5207
$35K ﹤0.01%
1,917
+22
5208
$35K ﹤0.01%
3,443
-5,279
5209
$35K ﹤0.01%
51,161
-5,071
5210
$35K ﹤0.01%
4,716
+4,145
5211
$35K ﹤0.01%
21,744
-19,380
5212
$35K ﹤0.01%
2,261
+192
5213
$35K ﹤0.01%
2,145
-2,784
5214
$35K ﹤0.01%
11,184
-7,585
5215
$35K ﹤0.01%
308
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5216
$35K ﹤0.01%
30,049
-29,547
5217
$34K ﹤0.01%
2,401
-469
5218
$34K ﹤0.01%
833
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5219
$34K ﹤0.01%
3,545
+2,845
5220
$34K ﹤0.01%
6,141
-5,016
5221
$34K ﹤0.01%
+3,300
5222
$34K ﹤0.01%
+3,041
5223
$34K ﹤0.01%
3,074
+12
5224
$34K ﹤0.01%
1,335
-73,331
5225
$34K ﹤0.01%
4,836
-3,961
207 208
209
210 211