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
2201
$1.91M ﹤0.01%
77,577
+29,967
2202
$1.91M ﹤0.01%
101,348
+81,867
2203
$1.91M ﹤0.01%
127,788
+22,560
2204
$1.91M ﹤0.01%
37,451
-13,038
2205
$1.9M ﹤0.01%
+40,000
2206
$1.9M ﹤0.01%
351,615
-163,188
2207
$1.9M ﹤0.01%
111,427
+26,100
2208
$1.89M ﹤0.01%
119,645
-262,537
2209
$1.89M ﹤0.01%
66,249
+37,489
2210
$1.89M ﹤0.01%
538,430
-249,600
2211
$1.88M ﹤0.01%
33,621
+30,865
2212
$1.88M ﹤0.01%
50,631
+8,122
2213
$1.88M ﹤0.01%
21,367
-473,885
2214
$1.88M ﹤0.01%
78,700
-12,303
2215
$1.87M ﹤0.01%
20,616
+3,735
2216
$1.86M ﹤0.01%
25,964
-90,042
2217
$1.86M ﹤0.01%
86,430
-77,371
2218
$1.86M ﹤0.01%
160,493
+42,381
2219
$1.85M ﹤0.01%
290,667
-2,349,230
2220
$1.85M ﹤0.01%
28,925
-127,727
2221
$1.85M ﹤0.01%
80,711
+7,883
2222
$1.85M ﹤0.01%
99,013
-55,012
2223
$1.84M ﹤0.01%
46,850
-1,950
2224
$1.84M ﹤0.01%
266,100
-4,594
2225
$1.84M ﹤0.01%
179,800
-1,971
87 88
89
90 91