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
5226
$34K ﹤0.01%
1,875
+770
5227
$34K ﹤0.01%
1,240
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5228
$34K ﹤0.01%
1,617
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5229
$34K ﹤0.01%
10,600
-1,000
5230
$34K ﹤0.01%
1,447
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5231
$34K ﹤0.01%
199
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5232
$34K ﹤0.01%
1,290
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5233
$34K ﹤0.01%
429
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5234
$34K ﹤0.01%
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5235
$34K ﹤0.01%
448
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5236
$34K ﹤0.01%
4,437
-7,598
5237
$34K ﹤0.01%
37,631
-51,525
5238
$33K ﹤0.01%
14,279
-14,434
5239
$33K ﹤0.01%
95
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5240
$33K ﹤0.01%
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5241
$33K ﹤0.01%
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5242
$33K ﹤0.01%
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5243
$33K ﹤0.01%
10
5244
$33K ﹤0.01%
140,828
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5245
$33K ﹤0.01%
881
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5246
$33K ﹤0.01%
1,788
-2
5247
$33K ﹤0.01%
9,863
-8,196
5248
$33K ﹤0.01%
1,284
+1,118
5249
$33K ﹤0.01%
1,445
+1,424
5250
$33K ﹤0.01%
2,780
-182,142
208 209
210
211 212