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
576
$32.9M 0.02%
691,053
-535,652
577
$32.9M 0.02%
522,157
-82,272
578
$32.9M 0.02%
1,219,699
-970,060
579
$32.8M 0.02%
1,936,129
-2,030,294
580
$32.8M 0.02%
857,128
+10,072
581
$32.8M 0.02%
443,405
+90,033
582
$32.6M 0.02%
612,449
-241,841
583
$32.5M 0.02%
1,153,939
+79,952
584
$32.4M 0.02%
676,444
+43,313
585
$32.4M 0.02%
342,199
-134,530
586
$32.4M 0.02%
449,896
-211,006
587
$32.1M 0.02%
946,468
-300,787
588
$32.1M 0.02%
2,405,601
-1,177,888
589
$32M 0.02%
318,605
-23,853
590
$32M 0.02%
206,381
+15,196
591
$32M 0.02%
819,430
+233,907
592
$31.9M 0.02%
1,653,664
+125,827
593
$31.8M 0.02%
311,867
+25,373
594
$31.8M 0.02%
216,112
-22,477
595
$31.7M 0.01%
1,779,766
+206,483
596
$31.6M 0.01%
692,069
-270,693
597
$31.5M 0.01%
172,868
-26,568
598
$31.4M 0.01%
872,690
-203,328
599
$31.4M 0.01%
295,575
-10,022
600
$31.1M 0.01%
1,206,738
+404,728
22 23
24
25 26