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
1251
$7.53M ﹤0.01%
364,101
-75,834
1252
$7.52M ﹤0.01%
130,387
-52,675
1253
$7.52M ﹤0.01%
604,640
-245,643
1254
$7.48M ﹤0.01%
214,264
-45,771
1255
$7.47M ﹤0.01%
281,719
+94,422
1256
$7.45M ﹤0.01%
321,285
-758,771
1257
$7.45M ﹤0.01%
85,621
-1,584
1258
$7.45M ﹤0.01%
634,868
+222,011
1259
$7.45M ﹤0.01%
331,548
-15,088
1260
$7.44M ﹤0.01%
609,569
-16,285
1261
$7.43M ﹤0.01%
363,837
+39,635
1262
$7.4M ﹤0.01%
1,115,163
-315,217
1263
$7.4M ﹤0.01%
469,282
+174,742
1264
$7.39M ﹤0.01%
248,167
+33,923
1265
$7.39M ﹤0.01%
101,685
-33,791
1266
$7.35M ﹤0.01%
326,511
+19,261
1267
$7.34M ﹤0.01%
51,163
-10,485
1268
$7.34M ﹤0.01%
608,231
+188,044
1269
$7.33M ﹤0.01%
148,557
-873
1270
$7.31M ﹤0.01%
261,780
-203,150
1271
$7.3M ﹤0.01%
630,653
-102,509
1272
$7.3M ﹤0.01%
768,438
-439,221
1273
$7.29M ﹤0.01%
142,216
-110,302
1274
$7.29M ﹤0.01%
210,984
+1,944
1275
$7.28M ﹤0.01%
402,289
-274,164
49 50
51
52 53