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
$151B
AUM Growth
+$9.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,274
New
Increased
Reduced
Closed

Top Buys

1
+$543M
2
+$512M
3
+$296M
4
SU icon
Suncor Energy
SU
+$289M
5
CVX icon
Chevron
CVX
+$285M

Top Sells

1
+$776M
2
+$559M
3
+$521M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$457M
5
AER icon
AerCap
AER
+$329M

Sector Composition

1 Financials 8.94%
2 Technology 8.03%
3 Healthcare 7.42%
4 Industrials 6.15%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$136M 0.07%
2,758,762
+507,697
227
$134M 0.07%
1,810,784
+28,526
228
$130M 0.07%
3,609,940
-4,936,864
229
$128M 0.07%
3,317,069
-344,016
230
$126M 0.07%
2,233,756
-210,827
231
$124M 0.07%
1,998,823
-299,553
232
$121M 0.07%
1,158,171
+650
233
$121M 0.07%
4,096,201
-1,200,826
234
$121M 0.07%
1,103,734
-116,385
235
$121M 0.07%
2,528,432
+200,344
236
$120M 0.07%
1,907,097
+324,462
237
$120M 0.07%
670,883
-1,051,540
238
$120M 0.07%
799,140
-105,894
239
$118M 0.06%
2,214,150
-205,381
240
$118M 0.06%
1,363,742
-28,961
241
$118M 0.06%
2,108,764
+286,665
242
$117M 0.06%
1,147,388
-2,697
243
$116M 0.06%
1,952,056
+29,740
244
$115M 0.06%
7,806,320
-5,710
245
$115M 0.06%
1,182,508
-125,211
246
$114M 0.06%
611,443
+28,163
247
$114M 0.06%
755,368
+388,168
248
$114M 0.06%
4,739,529
+400,621
249
$113M 0.06%
2,610,159
-338,659
250
$113M 0.06%
2,239,941
+290,648
8 9
10
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