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
1701
$3.75M ﹤0.01%
189,374
+84,238
1702
$3.75M ﹤0.01%
131,687
-88,794
1703
$3.74M ﹤0.01%
36,151
-104,064
1704
$3.74M ﹤0.01%
355,844
-593,005
1705
$3.73M ﹤0.01%
157,938
-38,331
1706
$3.72M ﹤0.01%
60,317
-15,528
1707
$3.71M ﹤0.01%
98,403
+1,540
1708
$3.71M ﹤0.01%
312,403
+111,402
1709
$3.71M ﹤0.01%
254,157
+165,197
1710
$3.71M ﹤0.01%
100,436
-23,713
1711
$3.71M ﹤0.01%
587,577
-163,591
1712
$3.71M ﹤0.01%
2,193,479
+2,151,749
1713
$3.71M ﹤0.01%
35,600
-59,341
1714
$3.7M ﹤0.01%
214,380
+117,211
1715
$3.7M ﹤0.01%
399,356
-1,578,119
1716
$3.69M ﹤0.01%
82,870
-9,153
1717
$3.69M ﹤0.01%
159,278
-252,447
1718
$3.68M ﹤0.01%
139,584
-45,764
1719
$3.67M ﹤0.01%
531,702
-54,975
1720
$3.67M ﹤0.01%
137,588
-207,005
1721
$3.66M ﹤0.01%
171,431
+18,681
1722
$3.66M ﹤0.01%
419,804
-73,754
1723
$3.64M ﹤0.01%
67,753
-48,544
1724
$3.63M ﹤0.01%
396,354
-4,466
1725
$3.63M ﹤0.01%
133,609
-56,176
67 68
69
70 71