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
751
$21M 0.01%
385,640
-5,326
752
$21M 0.01%
165,050
+147,306
753
$21M 0.01%
1,133,440
-454,170
754
$20.9M 0.01%
667,182
-300,067
755
$20.8M 0.01%
3,016,384
-971,457
756
$20.8M 0.01%
349,518
-70,436
757
$20.8M 0.01%
903,863
-335,817
758
$20.8M 0.01%
937,353
+190,094
759
$20.7M 0.01%
5,435,194
+132,446
760
$20.7M 0.01%
924,863
-157,832
761
$20.6M 0.01%
457,704
+121,241
762
$20.6M 0.01%
364,903
-91,145
763
$20.5M 0.01%
627,951
+384,915
764
$20.4M 0.01%
722,983
-165,507
765
$20.3M 0.01%
157,508
-119,079
766
$20.3M 0.01%
625,625
-29,151
767
$20.3M 0.01%
857,433
+168,597
768
$20.2M 0.01%
611,269
+6,048
769
$20.2M 0.01%
674,174
-145,435
770
$20.2M 0.01%
181,541
-138,724
771
$20.1M 0.01%
268,369
+85,120
772
$20M 0.01%
384,662
-130,385
773
$19.8M 0.01%
342,662
+14,644
774
$19.8M 0.01%
560,203
+9,857
775
$19.7M 0.01%
354,479
-24,585
29 30
31
32 33