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
2076
$2.27M ﹤0.01%
101,122
-203,458
2077
$2.26M ﹤0.01%
96,035
-70,567
2078
$2.26M ﹤0.01%
106,248
+47,211
2079
$2.26M ﹤0.01%
27,626
+11,028
2080
$2.26M ﹤0.01%
5,351,701
-1,253,773
2081
$2.25M ﹤0.01%
65,376
-3,750
2082
$2.25M ﹤0.01%
111,472
+41,934
2083
$2.25M ﹤0.01%
985,613
+384,876
2084
$2.24M ﹤0.01%
179,803
-78,387
2085
$2.24M ﹤0.01%
44,206
-17,489
2086
$2.24M ﹤0.01%
315,772
-157,165
2087
$2.23M ﹤0.01%
15,985
-12,858
2088
$2.23M ﹤0.01%
52,494
-116,216
2089
$2.23M ﹤0.01%
179,972
-49,316
2090
$2.23M ﹤0.01%
43,791
-11,807
2091
$2.23M ﹤0.01%
38,491
-61,875
2092
$2.22M ﹤0.01%
37,823
-14,771
2093
$2.22M ﹤0.01%
177,728
-63,735
2094
$2.22M ﹤0.01%
27,108
+3,136
2095
$2.21M ﹤0.01%
166,552
+38,380
2096
$2.21M ﹤0.01%
149,698
+59,842
2097
$2.21M ﹤0.01%
35,246
+13,371
2098
$2.2M ﹤0.01%
51,193
-241
2099
$2.2M ﹤0.01%
465,479
-29,001
2100
$2.2M ﹤0.01%
66,821
+35,093
82 83
84
85 86