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
926
$14.2M 0.01%
188,488
-180,967
927
$14.1M 0.01%
60,666
-52,010
928
$14.1M 0.01%
310,877
-186,271
929
$14M 0.01%
100,691
-97,398
930
$14M 0.01%
943,908
-2,453
931
$14M 0.01%
736,709
-41,015
932
$14M 0.01%
299,274
+31,467
933
$14M 0.01%
342,845
-94,620
934
$13.9M 0.01%
608,630
+503,455
935
$13.9M 0.01%
508,996
-64,406
936
$13.9M 0.01%
376,394
-190,188
937
$13.9M 0.01%
1,173,795
-24,410
938
$13.9M 0.01%
127,649
-23,149
939
$13.9M 0.01%
1,043,870
-1,636,692
940
$13.8M 0.01%
229,626
-741,883
941
$13.8M 0.01%
719,122
-44,444
942
$13.8M 0.01%
935,598
-78,501
943
$13.8M 0.01%
1,512,905
-697,908
944
$13.7M 0.01%
221,320
-136,048
945
$13.7M 0.01%
381,209
-429,806
946
$13.7M 0.01%
157,511
-59,454
947
$13.7M 0.01%
295,116
+671
948
$13.6M 0.01%
654,958
+29,203
949
$13.5M 0.01%
87,234
-90,687
950
$13.5M 0.01%
1,474,928
+1,424,454
36 37
38
39 40