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
2701
$1.15M ﹤0.01%
78,246
-16,893
2702
$1.15M ﹤0.01%
+41,889
2703
$1.15M ﹤0.01%
57,101
-555
2704
$1.15M ﹤0.01%
107,420
-12,942
2705
$1.15M ﹤0.01%
73,352
-11,240
2706
$1.15M ﹤0.01%
103,456
-18,311
2707
$1.15M ﹤0.01%
11,487
+3,292
2708
$1.15M ﹤0.01%
45,488
+41,943
2709
$1.15M ﹤0.01%
33,796
-10,107
2710
$1.15M ﹤0.01%
50,197
+15,944
2711
$1.15M ﹤0.01%
47,533
-37,813
2712
$1.15M ﹤0.01%
12,272
-3,306
2713
$1.14M ﹤0.01%
24,018
-6,499
2714
$1.14M ﹤0.01%
65,599
+366
2715
$1.13M ﹤0.01%
8,610
-1,245
2716
$1.13M ﹤0.01%
17,861
+17,028
2717
$1.13M ﹤0.01%
21,557
+2,955
2718
$1.13M ﹤0.01%
31,344
-152
2719
$1.13M ﹤0.01%
56,185
-11,174
2720
$1.13M ﹤0.01%
145,463
-48,017
2721
$1.13M ﹤0.01%
130,955
+2,371
2722
$1.12M ﹤0.01%
13,144
+4,417
2723
$1.12M ﹤0.01%
115,040
+48,853
2724
$1.12M ﹤0.01%
15,681
-28,045
2725
$1.12M ﹤0.01%
25,534
-3,611
107 108
109
110 111