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
1076
$10.4M ﹤0.01%
304,515
+9,951
1077
$10.4M ﹤0.01%
382,813
-2,477,926
1078
$10.4M ﹤0.01%
102,976
-27,439
1079
$10.4M ﹤0.01%
404,975
+74,016
1080
$10.4M ﹤0.01%
178,091
-68,792
1081
$10.4M ﹤0.01%
1,262,057
-148,011
1082
$10.3M ﹤0.01%
187,500
-300,576
1083
$10.3M ﹤0.01%
681,853
+200,610
1084
$10.3M ﹤0.01%
274,948
-358,901
1085
$10.3M ﹤0.01%
154,335
-36,140
1086
$10.3M ﹤0.01%
291,910
+125,232
1087
$10.3M ﹤0.01%
340,025
-82,315
1088
$10.2M ﹤0.01%
902,370
+200,172
1089
$10.2M ﹤0.01%
1,244,875
-2,026,880
1090
$10.2M ﹤0.01%
784,841
-193,754
1091
$10.2M ﹤0.01%
250,591
-94,360
1092
$10.2M ﹤0.01%
298,431
-32,210
1093
$10.2M ﹤0.01%
944,069
-5,190
1094
$10.2M ﹤0.01%
5,083,238
-405,049
1095
$10.1M ﹤0.01%
242,032
+102,806
1096
$10.1M ﹤0.01%
195,414
+140,251
1097
$10.1M ﹤0.01%
555,888
-76,565
1098
$10.1M ﹤0.01%
412,329
+198,090
1099
$10M ﹤0.01%
134,661
-100,824
1100
$10M ﹤0.01%
448,103
-183,090
42 43
44
45 46