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
651
$27.4M 0.01%
583,032
+314,953
652
$27.3M 0.01%
760,547
-461,955
653
$27.2M 0.01%
1,033,652
-329,462
654
$27.2M 0.01%
201,119
-85,383
655
$27.2M 0.01%
1,012,461
-240,587
656
$27.2M 0.01%
185,991
+92,030
657
$27.1M 0.01%
595,524
-197,424
658
$27.1M 0.01%
1,095,853
+175,523
659
$27M 0.01%
470,339
+348,996
660
$27M 0.01%
142,795
+92,477
661
$27M 0.01%
1,404,472
-424,160
662
$26.9M 0.01%
607,448
+34,648
663
$26.8M 0.01%
76,534
-2,379
664
$26.8M 0.01%
864,065
+247,263
665
$26.6M 0.01%
777,872
-47,803
666
$26.4M 0.01%
526,419
+121,367
667
$26.4M 0.01%
871,869
-72,968
668
$26M 0.01%
289,613
-137,097
669
$25.9M 0.01%
2,188,412
+701,046
670
$25.9M 0.01%
988,303
+923,836
671
$25.9M 0.01%
1,141,037
-194,209
672
$25.8M 0.01%
2,159,203
+90,687
673
$25.7M 0.01%
181,859
-43,343
674
$25.7M 0.01%
980,696
+402,193
675
$25.7M 0.01%
1,823,816
-62,366
25 26
27
28 29