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
1951
$2.64M ﹤0.01%
125,412
+21,135
1952
$2.64M ﹤0.01%
242,153
-194,000
1953
$2.63M ﹤0.01%
18,806
+8,293
1954
$2.63M ﹤0.01%
24,699
-21,546
1955
$2.63M ﹤0.01%
155,295
+118,324
1956
$2.62M ﹤0.01%
1,149,938
+1,003,137
1957
$2.62M ﹤0.01%
87,651
-45,796
1958
$2.62M ﹤0.01%
32,710
-2,889
1959
$2.62M ﹤0.01%
163,432
+67,412
1960
$2.61M ﹤0.01%
81,360
-161,903
1961
$2.61M ﹤0.01%
187,212
-1,171
1962
$2.6M ﹤0.01%
97,172
+84,965
1963
$2.6M ﹤0.01%
350,660
+274,788
1964
$2.6M ﹤0.01%
13,923
+13,813
1965
$2.6M ﹤0.01%
100,429
+41,699
1966
$2.59M ﹤0.01%
62,658
-57,509
1967
$2.59M ﹤0.01%
111,372
-29,183
1968
$2.58M ﹤0.01%
48,578
+45,610
1969
$2.57M ﹤0.01%
184,101
-267,549
1970
$2.56M ﹤0.01%
68,513
+17,868
1971
$2.56M ﹤0.01%
68,770
-18,578
1972
$2.56M ﹤0.01%
356,688
-27,973
1973
$2.56M ﹤0.01%
26,901
-915
1974
$2.55M ﹤0.01%
+132,474
1975
$2.55M ﹤0.01%
90,965
+37,081
77 78
79
80 81