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
1676
$3.86M ﹤0.01%
150,867
+69,236
1677
$3.86M ﹤0.01%
152,324
+99,066
1678
$3.86M ﹤0.01%
191,922
+92,012
1679
$3.85M ﹤0.01%
12,525
-23,587
1680
$3.85M ﹤0.01%
108,191
+1,998
1681
$3.85M ﹤0.01%
63,682
+2,110
1682
$3.85M ﹤0.01%
70,409
+2,045
1683
$3.85M ﹤0.01%
28,210
-22,161
1684
$3.85M ﹤0.01%
527,227
-413
1685
$3.85M ﹤0.01%
470,770
-192,213
1686
$3.85M ﹤0.01%
314,665
+77,616
1687
$3.85M ﹤0.01%
140,911
-601,389
1688
$3.84M ﹤0.01%
26,579
-32,672
1689
$3.83M ﹤0.01%
116,910
+79,667
1690
$3.82M ﹤0.01%
60,936
-3,161
1691
$3.81M ﹤0.01%
132,180
-24,537
1692
$3.79M ﹤0.01%
121,511
+11,130
1693
$3.78M ﹤0.01%
40,928
-29,866
1694
$3.78M ﹤0.01%
317,583
+57,166
1695
$3.78M ﹤0.01%
322,484
-79,501
1696
$3.77M ﹤0.01%
143,586
-57,801
1697
$3.76M ﹤0.01%
126,384
+113,839
1698
$3.76M ﹤0.01%
68,086
-3,890
1699
$3.76M ﹤0.01%
154,543
-16,266
1700
$3.76M ﹤0.01%
79,236
+46,962
66 67
68
69 70