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
726
$22.4M 0.01%
913,268
-99,645
727
$22.4M 0.01%
363,768
-88,083
728
$22.4M 0.01%
216,974
-189,813
729
$22.3M 0.01%
457,532
-70,434
730
$22.1M 0.01%
646,391
-768,509
731
$22.1M 0.01%
3,220,767
+2,191,367
732
$22M 0.01%
733,847
+207,943
733
$21.7M 0.01%
610,009
-175,924
734
$21.7M 0.01%
685,587
-428,526
735
$21.6M 0.01%
69,281
-190,545
736
$21.6M 0.01%
1,671,342
+432,958
737
$21.5M 0.01%
508,302
-24,741
738
$21.4M 0.01%
2,487,684
+2,333,170
739
$21.4M 0.01%
2,516,591
+711,617
740
$21.4M 0.01%
298,602
+72,501
741
$21.4M 0.01%
966,662
+174,180
742
$21.3M 0.01%
705,761
-35,868
743
$21.3M 0.01%
403,146
+401,319
744
$21.3M 0.01%
1,233,479
-650,539
745
$21.3M 0.01%
976,913
-16,892
746
$21.3M 0.01%
2,931,830
-2,052,761
747
$21.2M 0.01%
439,483
-56,135
748
$21.2M 0.01%
1,123,641
-732,711
749
$21.2M 0.01%
116,488
-149,422
750
$21.1M 0.01%
453,232
-239,484
28 29
30
31 32