UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
Financial Select Sector SPDR Fund
XLF
+$296M

Top Sells

1
+$794M
2
+$692M
3
+$484M
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$382M
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 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$374M 0.18%
1,549,493
-204,812
102
$366M 0.17%
3,450,450
-563,595
103
$365M 0.17%
7,555,615
+975,471
104
$359M 0.17%
16,921,994
-8,724,002
105
$351M 0.17%
3,834,790
+1,222,013
106
$347M 0.16%
3,508,735
-3,362,738
107
$345M 0.16%
14,568,620
-2,097,530
108
$341M 0.16%
4,317,956
-698,986
109
$340M 0.16%
2,282,907
-2,161,636
110
$340M 0.16%
47,241,523
+38,337,634
111
$337M 0.16%
4,071,478
-954,761
112
$326M 0.15%
2,046,814
-476,053
113
$323M 0.15%
5,972,363
-982,729
114
$321M 0.15%
4,283,015
-744,649
115
$321M 0.15%
69,811,224
+8,934,326
116
$320M 0.15%
2,865,499
-851,044
117
$319M 0.15%
15,874,275
-1,915,740
118
$311M 0.15%
4,154,815
-1,163,541
119
$307M 0.14%
3,652,407
-1,261,615
120
$307M 0.14%
3,784,471
+934,810
121
$301M 0.14%
3,398,901
+131,791
122
$293M 0.14%
3,043,638
-328,298
123
$288M 0.14%
4,260,446
+423,802
124
$285M 0.13%
3,605,342
+28,492
125
$284M 0.13%
3,323,906
-444,784
3 4
5
6 7