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
2601
$1.35M ﹤0.01%
39,430
+11,716
2602
$1.35M ﹤0.01%
43,138
+5,976
2603
$1.34M ﹤0.01%
41,609
-9,533
2604
$1.34M ﹤0.01%
7,083
-665
2605
$1.34M ﹤0.01%
43,335
-4,675
2606
$1.33M ﹤0.01%
98,754
+10,309
2607
$1.33M ﹤0.01%
71,081
-32,924
2608
$1.33M ﹤0.01%
22,725
-228,812
2609
$1.32M ﹤0.01%
108,088
+33,803
2610
$1.32M ﹤0.01%
86,640
+14,668
2611
$1.32M ﹤0.01%
36,553
-25,979
2612
$1.32M ﹤0.01%
13,454
-1,551
2613
$1.32M ﹤0.01%
31,213
+17,578
2614
$1.32M ﹤0.01%
89,322
+12,492
2615
$1.31M ﹤0.01%
52,433
+14,704
2616
$1.31M ﹤0.01%
31,277
-30,428
2617
$1.31M ﹤0.01%
15,165
+3,119
2618
$1.31M ﹤0.01%
33,836
+2,819
2619
$1.31M ﹤0.01%
44,095
-645
2620
$1.31M ﹤0.01%
21,824
+17,537
2621
$1.31M ﹤0.01%
54,121
-6,357
2622
$1.31M ﹤0.01%
103,094
-5,265
2623
$1.31M ﹤0.01%
74,664
+11,598
2624
$1.31M ﹤0.01%
81,481
+4,374
2625
$1.3M ﹤0.01%
55,002
+1,928
103 104
105
106 107