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
2651
$1.26M ﹤0.01%
60,099
-5,474
2652
$1.26M ﹤0.01%
51,104
-1,045
2653
$1.25M ﹤0.01%
18,390
+531
2654
$1.25M ﹤0.01%
74,301
-9,285
2655
$1.25M ﹤0.01%
284,532
-102,124
2656
$1.25M ﹤0.01%
89,373
+14,108
2657
$1.25M ﹤0.01%
51,673
-8,160
2658
$1.25M ﹤0.01%
169,264
-88,291
2659
$1.24M ﹤0.01%
11,834
+8,288
2660
$1.24M ﹤0.01%
21,706
+15,843
2661
$1.24M ﹤0.01%
15,508
+4,485
2662
$1.23M ﹤0.01%
34,549
+28,976
2663
$1.23M ﹤0.01%
70,855
-3,042
2664
$1.23M ﹤0.01%
185,218
+32,767
2665
$1.23M ﹤0.01%
58,846
+53,736
2666
$1.23M ﹤0.01%
81,225
+23,561
2667
$1.23M ﹤0.01%
78,756
+63,437
2668
$1.23M ﹤0.01%
110,207
+9,889
2669
$1.22M ﹤0.01%
23,117
-1,029
2670
$1.22M ﹤0.01%
59,657
+37,056
2671
$1.22M ﹤0.01%
32,379
-65
2672
$1.22M ﹤0.01%
62,844
-7,253
2673
$1.21M ﹤0.01%
45,273
+15,708
2674
$1.21M ﹤0.01%
93,796
+34,146
2675
$1.21M ﹤0.01%
81,300
-4,265
105 106
107
108 109