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
2026
$2.41M ﹤0.01%
34,793
-47,799
2027
$2.4M ﹤0.01%
157,750
-178,697
2028
$2.39M ﹤0.01%
196,868
-112,771
2029
$2.39M ﹤0.01%
85,444
-123,366
2030
$2.38M ﹤0.01%
84,750
-10,073
2031
$2.38M ﹤0.01%
15,075
-23,191
2032
$2.38M ﹤0.01%
130,760
-5,111
2033
$2.38M ﹤0.01%
178,298
+14,387
2034
$2.37M ﹤0.01%
26,794
-13,648
2035
$2.37M ﹤0.01%
90,351
-10,736
2036
$2.37M ﹤0.01%
20,627
+604
2037
$2.37M ﹤0.01%
36,122
-18,826
2038
$2.36M ﹤0.01%
80,613
-34,273
2039
$2.36M ﹤0.01%
123,305
-46,086
2040
$2.36M ﹤0.01%
546,265
+542,487
2041
$2.36M ﹤0.01%
197,337
+56,795
2042
$2.36M ﹤0.01%
40,843
-14,900
2043
$2.36M ﹤0.01%
87,013
+18,104
2044
$2.35M ﹤0.01%
54,720
+3,739
2045
$2.35M ﹤0.01%
41,281
-18
2046
$2.35M ﹤0.01%
27,770
-28,632
2047
$2.35M ﹤0.01%
48,360
-20,167
2048
$2.35M ﹤0.01%
80,313
-31,704
2049
$2.34M ﹤0.01%
120,072
-87,450
2050
$2.34M ﹤0.01%
192,577
-747,137
80 81
82
83 84