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
1226
$7.81M ﹤0.01%
682,241
+87,408
1227
$7.81M ﹤0.01%
70,681
-1,556,530
1228
$7.8M ﹤0.01%
380,202
+25,350
1229
$7.79M ﹤0.01%
26,213
-40,904
1230
$7.79M ﹤0.01%
8,396
-18,596
1231
$7.78M ﹤0.01%
314,415
-101,555
1232
$7.77M ﹤0.01%
538,667
+532,350
1233
$7.75M ﹤0.01%
247,579
+32,088
1234
$7.74M ﹤0.01%
1,330,030
+504,372
1235
$7.74M ﹤0.01%
463,203
-29,702
1236
$7.72M ﹤0.01%
465,454
-288,057
1237
$7.71M ﹤0.01%
287,733
+22,585
1238
$7.69M ﹤0.01%
119,567
+10,737
1239
$7.69M ﹤0.01%
50,873
+28,216
1240
$7.68M ﹤0.01%
729,293
-1,454,457
1241
$7.66M ﹤0.01%
185,145
-4,334
1242
$7.64M ﹤0.01%
473,936
-88,605
1243
$7.63M ﹤0.01%
153,052
-43,581
1244
$7.62M ﹤0.01%
578,288
-780,921
1245
$7.6M ﹤0.01%
101,849
-21,976
1246
$7.58M ﹤0.01%
90,986
+3,410
1247
$7.57M ﹤0.01%
907,698
-78,464
1248
$7.55M ﹤0.01%
145,250
-24,491
1249
$7.54M ﹤0.01%
92,188
-10,681
1250
$7.54M ﹤0.01%
509,818
-141,403
48 49
50
51 52