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
1276
$7.27M ﹤0.01%
101,104
-37,913
1277
$7.27M ﹤0.01%
474,956
-9,323
1278
$7.27M ﹤0.01%
406,599
-2,418
1279
$7.26M ﹤0.01%
130,005
+10,001
1280
$7.15M ﹤0.01%
392,304
-1,197,280
1281
$7.14M ﹤0.01%
173,439
+84,889
1282
$7.13M ﹤0.01%
388,963
+152,525
1283
$7.13M ﹤0.01%
406,204
-109,280
1284
$7.08M ﹤0.01%
1,140,918
+517,830
1285
$7.08M ﹤0.01%
103,707
-70,203
1286
$7.06M ﹤0.01%
71,167
-139,947
1287
$7.06M ﹤0.01%
53,021
-7,412
1288
$7.06M ﹤0.01%
280,645
-103,620
1289
$7.05M ﹤0.01%
107,484
+72,926
1290
$7.04M ﹤0.01%
107,184
-113,898
1291
$7.03M ﹤0.01%
555,794
-222,238
1292
$7.03M ﹤0.01%
127,807
+95,388
1293
$7M ﹤0.01%
55,908
-40,600
1294
$7M ﹤0.01%
70,743
+17,391
1295
$6.99M ﹤0.01%
200,749
-313,565
1296
$6.97M ﹤0.01%
538,467
-249,889
1297
$6.96M ﹤0.01%
218,622
-216,954
1298
$6.96M ﹤0.01%
251,900
+101,550
1299
$6.95M ﹤0.01%
51,248
-52,526
1300
$6.91M ﹤0.01%
217,857
-18,833
50 51
52
53 54