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
951
$13.5M 0.01%
1,143,481
+440,491
952
$13.5M 0.01%
273,176
-45,091
953
$13.4M 0.01%
145,503
-206,307
954
$13.4M 0.01%
202,543
+52,704
955
$13.3M 0.01%
658,087
-2,423,417
956
$13.3M 0.01%
120,319
+20,353
957
$13.3M 0.01%
4,296,706
+1,575,528
958
$13.2M 0.01%
246,250
-17,217
959
$13.2M 0.01%
274,586
-14,350
960
$13.2M 0.01%
510,665
-20,536
961
$13.2M 0.01%
79,824
-265,935
962
$13.2M 0.01%
2,017,520
+153,189
963
$13.2M 0.01%
736,480
-11,735
964
$13.2M 0.01%
216,090
-8,919
965
$13.1M 0.01%
606,664
-2,114,036
966
$13.1M 0.01%
532,567
+259,048
967
$13.1M 0.01%
822,715
-10,613
968
$13.1M 0.01%
907,487
-1,083,306
969
$13.1M 0.01%
611,818
-389,404
970
$13M 0.01%
767,822
-82,622
971
$12.9M 0.01%
487,727
-643,815
972
$12.9M 0.01%
209,427
-100,381
973
$12.9M 0.01%
688,230
+20,650
974
$12.9M 0.01%
127,922
-18,931
975
$12.8M 0.01%
494,016
+81,338
37 38
39
40 41