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
801
$18.7M 0.01%
1,054,027
+432,863
802
$18.6M 0.01%
773,557
-29,974
803
$18.6M 0.01%
442,951
-206,713
804
$18.5M 0.01%
673,710
-162,413
805
$18.5M 0.01%
701,710
-159,856
806
$18.5M 0.01%
1,053,508
-41,880
807
$18.5M 0.01%
871,584
-491,044
808
$18.4M 0.01%
521,977
-63,487
809
$18.4M 0.01%
2,140,774
-16,825
810
$18.4M 0.01%
1,556,860
-62,780
811
$18.4M 0.01%
488,004
+73,759
812
$18.3M 0.01%
248,636
-25,879
813
$18.3M 0.01%
371,373
+12,470
814
$18.1M 0.01%
317,899
-111,383
815
$18.1M 0.01%
1,290,918
-82,175
816
$18.1M 0.01%
5,376,087
-592,196
817
$18.1M 0.01%
321,106
-102,363
818
$18.1M 0.01%
438,836
-34,709
819
$17.9M 0.01%
2,019,939
+614,665
820
$17.8M 0.01%
306,507
+176,352
821
$17.7M 0.01%
741,697
-84,948
822
$17.7M 0.01%
625,065
-182,530
823
$17.6M 0.01%
54,391
-27,689
824
$17.6M 0.01%
562,300
-33,694
825
$17.5M 0.01%
559,460
+300,365
31 32
33
34 35