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
2126
$2.11M ﹤0.01%
117,550
-62,932
2127
$2.11M ﹤0.01%
87,589
-34,741
2128
$2.1M ﹤0.01%
30,121
-72,462
2129
$2.09M ﹤0.01%
140,425
-247,544
2130
$2.09M ﹤0.01%
218,618
+68,782
2131
$2.09M ﹤0.01%
70,822
+7,788
2132
$2.08M ﹤0.01%
490,557
-1,683,404
2133
$2.08M ﹤0.01%
43,404
-30,535
2134
$2.08M ﹤0.01%
229,275
-117,867
2135
$2.08M ﹤0.01%
29,548
+3,355
2136
$2.08M ﹤0.01%
25,019
-3,342
2137
$2.08M ﹤0.01%
433,268
-16,299
2138
$2.07M ﹤0.01%
35,230
-17,361
2139
$2.07M ﹤0.01%
147,043
+103,916
2140
$2.06M ﹤0.01%
81,887
-110,485
2141
$2.06M ﹤0.01%
398,800
-49,247
2142
$2.06M ﹤0.01%
139,216
-42,444
2143
$2.06M ﹤0.01%
73,093
-232,961
2144
$2.05M ﹤0.01%
29,173
-78,601
2145
$2.05M ﹤0.01%
89,492
-13,500
2146
$2.04M ﹤0.01%
37,107
-18,575
2147
$2.04M ﹤0.01%
70,520
-4,212
2148
$2.04M ﹤0.01%
123,261
+86,052
2149
$2.04M ﹤0.01%
41,844
-39,266
2150
$2.03M ﹤0.01%
42,424
-22,142
84 85
86
87 88