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
2576
$1.39M ﹤0.01%
103,789
-25,230
2577
$1.38M ﹤0.01%
24,653
+19,073
2578
$1.38M ﹤0.01%
148,265
-4,943
2579
$1.38M ﹤0.01%
45,961
+19,779
2580
$1.38M ﹤0.01%
41,068
+2,782
2581
$1.37M ﹤0.01%
75,294
+6,881
2582
$1.37M ﹤0.01%
48,637
+19,507
2583
$1.37M ﹤0.01%
136,627
-2,688
2584
$1.37M ﹤0.01%
+37,223
2585
$1.37M ﹤0.01%
59,949
+5,514
2586
$1.37M ﹤0.01%
36,053
-41,926
2587
$1.36M ﹤0.01%
33,252
-5,892
2588
$1.36M ﹤0.01%
29,554
+24,938
2589
$1.36M ﹤0.01%
79,761
+10,777
2590
$1.36M ﹤0.01%
18,567
+5,383
2591
$1.36M ﹤0.01%
72,551
-23,314
2592
$1.36M ﹤0.01%
96,298
+40,220
2593
$1.36M ﹤0.01%
21,071
+514
2594
$1.36M ﹤0.01%
108,725
+3,359
2595
$1.36M ﹤0.01%
117,989
+15,366
2596
$1.35M ﹤0.01%
30,092
+17,890
2597
$1.35M ﹤0.01%
104,161
-71,023
2598
$1.35M ﹤0.01%
119,436
+47,296
2599
$1.35M ﹤0.01%
13,381
-8,551
2600
$1.35M ﹤0.01%
61,023
-15,299
102 103
104
105 106