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
2501
$1.53M ﹤0.01%
68,108
+11,890
2502
$1.53M ﹤0.01%
35,151
+15,500
2503
$1.53M ﹤0.01%
190,275
-9,893
2504
$1.52M ﹤0.01%
127,324
+5,426
2505
$1.52M ﹤0.01%
117,545
+8,822
2506
$1.52M ﹤0.01%
61,405
+36,292
2507
$1.52M ﹤0.01%
22,439
+20,232
2508
$1.52M ﹤0.01%
81,933
-11,593
2509
$1.52M ﹤0.01%
30,707
+3,577
2510
$1.52M ﹤0.01%
57,185
-10,602
2511
$1.51M ﹤0.01%
98,712
+37,791
2512
$1.51M ﹤0.01%
60,849
+57,794
2513
$1.51M ﹤0.01%
67,510
+7,874
2514
$1.51M ﹤0.01%
84,801
-2,116
2515
$1.51M ﹤0.01%
64,546
-9,079
2516
$1.51M ﹤0.01%
103,148
-6,848
2517
$1.5M ﹤0.01%
206,760
-3,457
2518
$1.5M ﹤0.01%
64,920
-15,766
2519
$1.5M ﹤0.01%
29,997
-6,519
2520
$1.5M ﹤0.01%
113,402
-5,139
2521
$1.5M ﹤0.01%
61,926
+18,975
2522
$1.49M ﹤0.01%
53,453
-8,755
2523
$1.49M ﹤0.01%
55,315
+439
2524
$1.49M ﹤0.01%
26,641
-2,437
2525
$1.48M ﹤0.01%
40,631
-104,181
99 100
101
102 103