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
2251
$1.76M ﹤0.01%
318,634
-373,333
2252
$1.76M ﹤0.01%
2,707
-296
2253
$1.76M ﹤0.01%
55,808
+13,264
2254
$1.76M ﹤0.01%
185,871
-12,723
2255
$1.76M ﹤0.01%
78,063
+76,277
2256
$1.75M ﹤0.01%
15,811
-7,837
2257
$1.75M ﹤0.01%
66,099
+18,175
2258
$1.75M ﹤0.01%
414,812
+65,086
2259
$1.75M ﹤0.01%
357,313
+230,146
2260
$1.75M ﹤0.01%
103,481
+1,547
2261
$1.75M ﹤0.01%
39,514
+1,424
2262
$1.74M ﹤0.01%
71,567
-40,240
2263
$1.74M ﹤0.01%
91,751
-52,256
2264
$1.74M ﹤0.01%
33,284
-15,539
2265
$1.74M ﹤0.01%
50,911
+3,294
2266
$1.74M ﹤0.01%
46,526
+23,843
2267
$1.74M ﹤0.01%
191,981
-490
2268
$1.73M ﹤0.01%
100,617
-242,444
2269
$1.73M ﹤0.01%
243,999
-19,033
2270
$1.73M ﹤0.01%
+179,900
2271
$1.73M ﹤0.01%
97,402
+25,580
2272
$1.72M ﹤0.01%
52,650
-107,587
2273
$1.72M ﹤0.01%
63,097
-73,229
2274
$1.72M ﹤0.01%
44,688
+4,878
2275
$1.72M ﹤0.01%
71,403
-8,972
89 90
91
92 93