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
2176
$1.97M ﹤0.01%
76,088
-40,351
2177
$1.96M ﹤0.01%
218,756
-294,731
2178
$1.96M ﹤0.01%
88,523
-243,160
2179
$1.96M ﹤0.01%
52,211
-43,008
2180
$1.96M ﹤0.01%
6,614
+4,371
2181
$1.95M ﹤0.01%
103,925
-69,350
2182
$1.95M ﹤0.01%
267,249
-129,618
2183
$1.95M ﹤0.01%
2,173,598
+2,066,709
2184
$1.95M ﹤0.01%
67,316
-73,489
2185
$1.94M ﹤0.01%
158,935
-13,339
2186
$1.94M ﹤0.01%
182,161
+106,339
2187
$1.94M ﹤0.01%
147,825
-319
2188
$1.94M ﹤0.01%
74,831
-81,835
2189
$1.94M ﹤0.01%
469,202
+149,484
2190
$1.93M ﹤0.01%
183,320
-48,676
2191
$1.93M ﹤0.01%
5,408
-410
2192
$1.93M ﹤0.01%
16,186
-4,391
2193
$1.93M ﹤0.01%
406,831
-1,069,114
2194
$1.93M ﹤0.01%
58,245
-252
2195
$1.93M ﹤0.01%
97,725
-255
2196
$1.93M ﹤0.01%
38,009
-79,901
2197
$1.92M ﹤0.01%
41,240
+29,150
2198
$1.92M ﹤0.01%
206,792
+60,921
2199
$1.92M ﹤0.01%
82,644
-122,013
2200
$1.91M ﹤0.01%
250,420
+43,294
86 87
88
89 90