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
1901
$2.81M ﹤0.01%
63,171
-23,063
1902
$2.81M ﹤0.01%
91,737
-1,547
1903
$2.81M ﹤0.01%
57,528
+7,003
1904
$2.81M ﹤0.01%
37,347
+3,063
1905
$2.81M ﹤0.01%
26,822
-22,484
1906
$2.8M ﹤0.01%
104,601
-6,643
1907
$2.8M ﹤0.01%
43,860
-122,009
1908
$2.8M ﹤0.01%
154,793
-21,723
1909
$2.8M ﹤0.01%
557,807
-401,814
1910
$2.77M ﹤0.01%
144,175
+32,593
1911
$2.77M ﹤0.01%
32,808
-44,870
1912
$2.77M ﹤0.01%
62,163
+1,516
1913
$2.76M ﹤0.01%
21,893
-56,121
1914
$2.75M ﹤0.01%
33,518
-5,731
1915
$2.75M ﹤0.01%
153,468
-134,131
1916
$2.75M ﹤0.01%
215,590
+27,520
1917
$2.74M ﹤0.01%
98,742
+32,406
1918
$2.73M ﹤0.01%
58,800
-6,939
1919
$2.73M ﹤0.01%
55,433
+2,599
1920
$2.73M ﹤0.01%
109,427
-126,805
1921
$2.73M ﹤0.01%
189,659
-113,087
1922
$2.73M ﹤0.01%
44,052
-18,116
1923
$2.73M ﹤0.01%
62,290
-129,754
1924
$2.73M ﹤0.01%
68,020
-395,694
1925
$2.73M ﹤0.01%
86,423
+21,458
75 76
77
78 79