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
151
$233M 0.11%
2,044,810
-707,571
152
$230M 0.11%
4,180,696
-204,343
153
$224M 0.11%
1,727,648
-242,965
154
$223M 0.11%
6,810,428
+2,972,649
155
$222M 0.1%
4,863,502
-767,250
156
$221M 0.1%
+705,722
157
$219M 0.1%
5,343,044
-374,253
158
$219M 0.1%
3,297,645
+180,233
159
$218M 0.1%
1,259,967
-139,176
160
$218M 0.1%
5,171,499
-1,375,098
161
$215M 0.1%
4,878,084
+4,817,250
162
$214M 0.1%
4,919,940
+4,093,742
163
$210M 0.1%
2,969,271
+131,437
164
$209M 0.1%
3,439,466
-321,836
165
$205M 0.1%
937,068
-195,923
166
$205M 0.1%
4,127,267
-1,886,067
167
$201M 0.09%
4,214,108
+1,022,713
168
$201M 0.09%
4,116,344
-768,198
169
$199M 0.09%
1,712,896
+735,081
170
$198M 0.09%
3,194,207
-255,602
171
$197M 0.09%
1,830,923
-269,137
172
$197M 0.09%
6,771,543
+2,996,871
173
$197M 0.09%
4,443,265
+1,445,870
174
$196M 0.09%
3,418,822
+1,224,690
175
$195M 0.09%
1,987,521
-1,053,925
5 6
7
8 9