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
176
$190M 0.09%
2,735,610
-3,330,198
177
$184M 0.09%
3,375,000
-731,637
178
$179M 0.08%
3,027,713
-148,398
179
$178M 0.08%
4,881,441
-142,319
180
$178M 0.08%
4,497,759
+397,238
181
$177M 0.08%
2,171,558
-399,649
182
$177M 0.08%
2,211,120
-177,411
183
$176M 0.08%
1,322,557
+19,054
184
$174M 0.08%
2,951,866
-1,124,569
185
$173M 0.08%
10,950,727
-1,931,793
186
$171M 0.08%
16,783,446
+2,954,916
187
$170M 0.08%
5,657,793
+4,193,082
188
$168M 0.08%
1,323,463
-92,299
189
$167M 0.08%
2,319,205
-245,454
190
$166M 0.08%
5,816,277
+99,001
191
$164M 0.08%
1,180,776
-418,822
192
$164M 0.08%
1,472,932
+371,171
193
$163M 0.08%
1,152,137
-70,275
194
$162M 0.08%
3,171,664
+186,457
195
$158M 0.07%
2,851,997
-2,379,722
196
$158M 0.07%
9,613,098
+203,308
197
$157M 0.07%
1,472,780
-411,836
198
$156M 0.07%
5,425,995
-4,099,376
199
$154M 0.07%
1,453,043
+88,737
200
$154M 0.07%
9,036,568
-1,914,731
6 7
8
9 10