UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
Financial Select Sector SPDR Fund
XLF
+$296M

Top Sells

1
+$794M
2
+$692M
3
+$484M
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$382M
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
51
$678M 0.32%
9,354,413
-1,260,863
52
$670M 0.32%
11,291,078
-2,627,264
53
$652M 0.31%
2,752,389
+77,882
54
$652M 0.31%
4,400,882
+969,863
55
$647M 0.3%
5,272,642
-854,053
56
$618M 0.29%
11,504,714
-548,988
57
$612M 0.29%
3,346,717
-876,942
58
$610M 0.29%
7,400,864
-682,943
59
$606M 0.29%
17,750,651
+490,858
60
$590M 0.28%
6,803,889
+1,950,079
61
$586M 0.28%
5,186,049
-28,827
62
$584M 0.28%
15,419,430
+3,229,692
63
$582M 0.27%
20,221,380
-3,387,185
64
$581M 0.27%
17,425,052
-6,844,448
65
$573M 0.27%
11,435,341
+92,368
66
$565M 0.27%
3,744,617
-474,278
67
$559M 0.26%
18,066,347
-4,048,740
68
$557M 0.26%
5,384,638
+323,223
69
$551M 0.26%
5,518,685
-341,033
70
$520M 0.25%
9,630,166
-149,406
71
$512M 0.24%
14,413,210
+3,384,961
72
$506M 0.24%
3,586,688
-638,899
73
$504M 0.24%
2,488,259
-525,866
74
$501M 0.24%
14,947,641
-1,807,481
75
$500M 0.24%
2,358,417
-103,121
1 2
3
4 5