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
876
$15.7M 0.01%
179,235
+74,240
877
$15.6M 0.01%
904,486
-216,007
878
$15.6M 0.01%
194,307
+2,283
879
$15.6M 0.01%
+870,605
880
$15.6M 0.01%
383,208
-320,155
881
$15.5M 0.01%
325,066
+1,917
882
$15.4M 0.01%
215,377
+79,808
883
$15.4M 0.01%
165,035
-103,018
884
$15.4M 0.01%
160,419
-140,816
885
$15.3M 0.01%
1,222,140
-337,771
886
$15.3M 0.01%
461,937
+109,368
887
$15.2M 0.01%
22,063
-2,588
888
$15.2M 0.01%
479,619
-64,489
889
$15.2M 0.01%
701,163
+220,753
890
$15.2M 0.01%
1,354,929
+812,667
891
$15.2M 0.01%
791,362
+85,978
892
$15.2M 0.01%
1,145,151
-277,631
893
$15.1M 0.01%
245,231
-618,890
894
$15.1M 0.01%
586,876
+43,264
895
$15.1M 0.01%
1,281,304
-1,019,118
896
$15.1M 0.01%
472,919
+43,393
897
$15.1M 0.01%
378,517
-490,324
898
$15.1M 0.01%
141,342
-64,003
899
$15.1M 0.01%
398,332
-254,992
900
$15M 0.01%
1,868,242
+1,797,623
34 35
36
37 38