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
776
$19.7M 0.01%
448,832
-266,545
777
$19.6M 0.01%
447,022
-150,428
778
$19.5M 0.01%
227,266
-127,875
779
$19.5M 0.01%
112,057
-75,651
780
$19.5M 0.01%
721,570
-302,553
781
$19.4M 0.01%
1,383,646
-1,079,361
782
$19.4M 0.01%
1,516,572
-136,555
783
$19.4M 0.01%
352,697
+94,352
784
$19.3M 0.01%
596,740
-494,550
785
$19.3M 0.01%
262,316
+21,077
786
$19.3M 0.01%
330,094
-135,059
787
$19.2M 0.01%
3,666,824
-89,728
788
$19.2M 0.01%
242,455
-79,849
789
$19.2M 0.01%
415,465
+297,155
790
$19.1M 0.01%
913,015
-46,521
791
$19.1M 0.01%
1,810,061
-1,846,507
792
$19.1M 0.01%
790,395
+97,965
793
$19.1M 0.01%
289,108
+58,758
794
$19.1M 0.01%
352,263
-174,580
795
$19M 0.01%
869,801
+359,869
796
$18.9M 0.01%
602,211
+97,563
797
$18.9M 0.01%
1,333,479
-214,837
798
$18.8M 0.01%
324,985
+200,686
799
$18.8M 0.01%
232,434
-173,964
800
$18.8M 0.01%
1,277,351
-126,716
30 31
32
33 34