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
2051
$2.34M ﹤0.01%
29,472
-108,419
2052
$2.34M ﹤0.01%
64,979
-12,595
2053
$2.33M ﹤0.01%
262,738
-462,592
2054
$2.33M ﹤0.01%
23,397
-31,465
2055
$2.32M ﹤0.01%
184,451
-7,673
2056
$2.32M ﹤0.01%
116,780
-7,250
2057
$2.32M ﹤0.01%
40,298
-23,286
2058
$2.32M ﹤0.01%
132,020
+29,090
2059
$2.32M ﹤0.01%
32,225
+4,621
2060
$2.31M ﹤0.01%
138,360
-22,645
2061
$2.31M ﹤0.01%
467,564
+146,320
2062
$2.31M ﹤0.01%
68,366
+52,149
2063
$2.31M ﹤0.01%
67,145
-114,333
2064
$2.3M ﹤0.01%
213,748
+47,422
2065
$2.3M ﹤0.01%
234,409
+3,014
2066
$2.3M ﹤0.01%
47,824
+28,292
2067
$2.29M ﹤0.01%
115,290
+14,296
2068
$2.29M ﹤0.01%
88,128
-152,521
2069
$2.29M ﹤0.01%
543,376
-599,696
2070
$2.29M ﹤0.01%
53,007
-7,678
2071
$2.28M ﹤0.01%
123,657
-176,945
2072
$2.27M ﹤0.01%
575,690
-229,049
2073
$2.27M ﹤0.01%
17,009
-14,023
2074
$2.27M ﹤0.01%
31,634
+1,238
2075
$2.27M ﹤0.01%
18,726
-10,110
81 82
83
84 85