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
1751
$3.5M ﹤0.01%
278,500
+44,180
1752
$3.5M ﹤0.01%
157,419
+90,060
1753
$3.5M ﹤0.01%
1,650,624
+809,397
1754
$3.5M ﹤0.01%
238,459
-45,153
1755
$3.49M ﹤0.01%
125,553
-24,005
1756
$3.48M ﹤0.01%
51,307
-10,282
1757
$3.48M ﹤0.01%
266,063
-346,604
1758
$3.47M ﹤0.01%
189,965
-27,031
1759
$3.47M ﹤0.01%
434,419
-755,178
1760
$3.47M ﹤0.01%
110,196
-3,312
1761
$3.46M ﹤0.01%
53,626
-35,757
1762
$3.46M ﹤0.01%
352,155
+157,163
1763
$3.44M ﹤0.01%
45,328
-4,098
1764
$3.43M ﹤0.01%
423,282
+31,970
1765
$3.42M ﹤0.01%
53,673
-76,383
1766
$3.42M ﹤0.01%
45,902
-81,854
1767
$3.41M ﹤0.01%
1,325,825
-1,606,078
1768
$3.4M ﹤0.01%
190,631
-898,583
1769
$3.4M ﹤0.01%
253,629
+132,954
1770
$3.4M ﹤0.01%
125,813
-60,833
1771
$3.38M ﹤0.01%
71,809
-36,227
1772
$3.38M ﹤0.01%
133,892
+45,211
1773
$3.38M ﹤0.01%
45,381
-31,174
1774
$3.35M ﹤0.01%
693,171
-3,069,146
1775
$3.35M ﹤0.01%
186,963
+24,925
69 70
71
72 73