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
501
$40.6M 0.02%
488,987
+36,731
502
$40.5M 0.02%
1,478,587
+811,424
503
$40.2M 0.02%
1,104,030
-623,814
504
$40.1M 0.02%
1,026,104
-346,842
505
$40.1M 0.02%
1,564,424
+594,368
506
$39.8M 0.02%
1,786,560
+1,065,025
507
$39.7M 0.02%
795,078
-235,054
508
$39.6M 0.02%
2,157,189
-33,077
509
$39.6M 0.02%
734,254
-19,563
510
$39.5M 0.02%
1,223,482
-452,207
511
$39.3M 0.02%
1,520,576
+1,388,402
512
$39M 0.02%
954,506
-1,400,483
513
$39M 0.02%
1,632,629
+167,960
514
$38.9M 0.02%
917,489
-56,830
515
$38.4M 0.02%
279,817
-94,149
516
$38.3M 0.02%
450,879
+88,683
517
$38.2M 0.02%
907,615
-121,670
518
$37.9M 0.02%
2,759,281
-214,661
519
$37.9M 0.02%
786,233
-193,304
520
$37.8M 0.02%
684,568
-143,764
521
$37.6M 0.02%
700,222
-472,457
522
$37.5M 0.02%
402,235
-3,768
523
$37.3M 0.02%
1,391,200
-369,965
524
$37.1M 0.02%
1,054,028
+131,740
525
$37.1M 0.02%
2,135,937
-1,339,737
19 20
21
22 23