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
1051
$10.8M 0.01%
213,881
+47,925
1052
$10.8M 0.01%
78,660
-17,980
1053
$10.8M 0.01%
554,976
-4,611
1054
$10.8M 0.01%
1,187,868
-235,305
1055
$10.8M 0.01%
521,506
+46,259
1056
$10.8M 0.01%
3,528,956
+1,734,804
1057
$10.8M 0.01%
209,960
+3,272
1058
$10.7M 0.01%
645,853
-464,760
1059
$10.7M 0.01%
451,499
-398,523
1060
$10.7M 0.01%
451,002
+314,003
1061
$10.7M 0.01%
1,011,821
+302,207
1062
$10.7M 0.01%
142,788
-14,490
1063
$10.7M 0.01%
400,755
-98,755
1064
$10.7M 0.01%
348,928
-155,171
1065
$10.7M 0.01%
345,469
-29,649
1066
$10.7M 0.01%
134,473
+112,945
1067
$10.7M 0.01%
200,083
-40,498
1068
$10.6M 0.01%
190,968
+144,493
1069
$10.6M 0.01%
318,577
+88,562
1070
$10.6M 0.01%
151,042
-127,317
1071
$10.6M 0.01%
423,269
-11,253
1072
$10.6M 0.01%
158,361
-147,370
1073
$10.6M 0.01%
86,373
-52,651
1074
$10.5M 0.01%
129,454
-49,285
1075
$10.4M ﹤0.01%
218,311
+14,490
41 42
43
44 45