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
1976
$2.55M ﹤0.01%
50,039
-5,001
1977
$2.55M ﹤0.01%
91,107
-19,852
1978
$2.54M ﹤0.01%
335,586
-12,011
1979
$2.54M ﹤0.01%
288,562
-15,846
1980
$2.54M ﹤0.01%
48,230
-38,127
1981
$2.54M ﹤0.01%
234,409
-34,989
1982
$2.54M ﹤0.01%
134,100
+30,910
1983
$2.54M ﹤0.01%
63,610
-5,045
1984
$2.54M ﹤0.01%
231,217
+28,925
1985
$2.53M ﹤0.01%
345,616
+37,533
1986
$2.53M ﹤0.01%
95,347
+38,381
1987
$2.53M ﹤0.01%
193,581
-20,144
1988
$2.53M ﹤0.01%
114,613
+12,888
1989
$2.52M ﹤0.01%
12,571
-24,204
1990
$2.52M ﹤0.01%
71,482
-87,875
1991
$2.52M ﹤0.01%
221,504
+77,142
1992
$2.52M ﹤0.01%
195,103
+8,830
1993
$2.52M ﹤0.01%
175,681
-111,243
1994
$2.51M ﹤0.01%
67,039
-68,499
1995
$2.5M ﹤0.01%
53,459
+32,988
1996
$2.5M ﹤0.01%
240,473
-1,405,498
1997
$2.5M ﹤0.01%
188,921
-51,709
1998
$2.5M ﹤0.01%
76,005
-32,826
1999
$2.5M ﹤0.01%
49,112
-55,511
2000
$2.5M ﹤0.01%
267,432
+87,760
78 79
80
81 82