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
2626
$1.3M ﹤0.01%
17,031
-7,938
2627
$1.3M ﹤0.01%
192,673
-39,674
2628
$1.3M ﹤0.01%
259,037
+5,451
2629
$1.3M ﹤0.01%
32,905
+22,335
2630
$1.3M ﹤0.01%
15,176
+2,093
2631
$1.3M ﹤0.01%
49,123
-7,967
2632
$1.3M ﹤0.01%
83,709
-14,257
2633
$1.3M ﹤0.01%
16,236
-6,595
2634
$1.3M ﹤0.01%
80,288
+41,297
2635
$1.29M ﹤0.01%
83,070
-12,434
2636
$1.29M ﹤0.01%
102,785
-4,132
2637
$1.29M ﹤0.01%
11,082
+1,440
2638
$1.29M ﹤0.01%
35,668
-75,866
2639
$1.29M ﹤0.01%
101,607
+30,983
2640
$1.29M ﹤0.01%
89,988
-2,518
2641
$1.29M ﹤0.01%
27,990
-7,159,851
2642
$1.29M ﹤0.01%
67,970
-4,155
2643
$1.28M ﹤0.01%
34,930
+21,850
2644
$1.28M ﹤0.01%
91,240
-35,207
2645
$1.27M ﹤0.01%
45,417
-92,794
2646
$1.27M ﹤0.01%
55,159
-5,995
2647
$1.27M ﹤0.01%
93,345
+42,491
2648
$1.26M ﹤0.01%
48,312
-2,251
2649
$1.26M ﹤0.01%
42,952
-7,318
2650
$1.26M ﹤0.01%
89,564
-420,384
104 105
106
107 108