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 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$283M 0.13%
7,539,630
-2,330,450
127
$280M 0.13%
12,166,709
-14,710,351
128
$280M 0.13%
2,376,772
+602,378
129
$278M 0.13%
3,807,616
-412,465
130
$277M 0.13%
2,976,002
+102,938
131
$276M 0.13%
9,606,402
+843,538
132
$271M 0.13%
3,388,020
-356,955
133
$271M 0.13%
6,275,959
-617,537
134
$269M 0.13%
10,427,011
+269,316
135
$265M 0.12%
8,787,260
+1,600,852
136
$264M 0.12%
1,588,320
+69,065
137
$264M 0.12%
9,528,590
+1,465,585
138
$263M 0.12%
2,749,702
-919,147
139
$255M 0.12%
2,486,691
-466,559
140
$251M 0.12%
4,785,774
-154,436
141
$245M 0.12%
6,324,286
+336,921
142
$244M 0.12%
7,915,262
-2,795,165
143
$244M 0.11%
2,005,651
-200,448
144
$244M 0.11%
3,487,929
+209,607
145
$240M 0.11%
3,116,317
+1,349,047
146
$240M 0.11%
1,662,529
-383,129
147
$238M 0.11%
2,901,210
-488
148
$238M 0.11%
905,945
-258,807
149
$238M 0.11%
4,168,029
-454,301
150
$234M 0.11%
16,360,172
-6,068,325
4 5
6
7 8