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
2426
$1.41M ﹤0.01%
62,647
-611
2427
$1.4M ﹤0.01%
128,027
-148,854
2428
$1.4M ﹤0.01%
43,429
-119,210
2429
$1.4M ﹤0.01%
141,743
+7,649
2430
$1.4M ﹤0.01%
208,955
-94,096
2431
$1.39M ﹤0.01%
26,822
-93,413
2432
$1.39M ﹤0.01%
233,720
+107,705
2433
$1.39M ﹤0.01%
183,270
-3,258
2434
$1.39M ﹤0.01%
168,975
+25,673
2435
$1.39M ﹤0.01%
164,497
+148,324
2436
$1.39M ﹤0.01%
845,902
+649,474
2437
$1.39M ﹤0.01%
340,943
+64,837
2438
$1.38M ﹤0.01%
94,263
+4,454
2439
$1.38M ﹤0.01%
56,921
-167,681
2440
$1.37M ﹤0.01%
52,370
-5,470
2441
$1.37M ﹤0.01%
11,112
+6,038
2442
$1.37M ﹤0.01%
257,708
-793,240
2443
$1.37M ﹤0.01%
110,261
-3,680
2444
$1.37M ﹤0.01%
48,908
-28,578
2445
$1.36M ﹤0.01%
82,099
+11,523
2446
$1.36M ﹤0.01%
224,311
+104,459
2447
$1.36M ﹤0.01%
6,108
+3,349
2448
$1.35M ﹤0.01%
219,242
+100,819
2449
$1.35M ﹤0.01%
23,310
-8,620
2450
$1.35M ﹤0.01%
20,804
-11,539
96 97
98
99 100