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
976
$12.8M 0.01%
1,422,802
-981,814
977
$12.7M 0.01%
1,572,283
-25,474
978
$12.7M 0.01%
749,668
+291,892
979
$12.7M 0.01%
442,923
-67,128
980
$12.6M 0.01%
920,229
-885,417
981
$12.6M 0.01%
1,077,370
-155,902
982
$12.6M 0.01%
274,152
+132,434
983
$12.5M 0.01%
117,465
-15,006
984
$12.5M 0.01%
241,817
-69,885
985
$12.5M 0.01%
392,317
+242,021
986
$12.5M 0.01%
704,050
-103,663
987
$12.4M 0.01%
501,082
+192,412
988
$12.4M 0.01%
138,273
-63,486
989
$12.4M 0.01%
241,358
+95,358
990
$12.4M 0.01%
1,278,784
-55,036
991
$12.4M 0.01%
280,403
-67,194
992
$12.4M 0.01%
1,063,123
-163,699
993
$12.4M 0.01%
661,233
-1,848,897
994
$12.3M 0.01%
91,311
-39,433
995
$12.3M 0.01%
510,099
-96,605
996
$12.3M 0.01%
127,664
+20,155
997
$12.2M 0.01%
727,381
+9,522
998
$12.2M 0.01%
66,353
-52,019
999
$12.2M 0.01%
114,681
+75,412
1000
$12.2M 0.01%
207,011
-220,043
38 39
40
41 42