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
2751
$1.08M ﹤0.01%
81,132
+42,299
2752
$1.07M ﹤0.01%
25,265
+18,947
2753
$1.07M ﹤0.01%
29,567
+9,544
2754
$1.07M ﹤0.01%
13,451
-8,196
2755
$1.07M ﹤0.01%
28,151
-112
2756
$1.06M ﹤0.01%
26,557
+2,374
2757
$1.06M ﹤0.01%
52,401
+42,801
2758
$1.06M ﹤0.01%
45,763
+1,244
2759
$1.05M ﹤0.01%
46,182
+6,925
2760
$1.05M ﹤0.01%
19,929
+69
2761
$1.05M ﹤0.01%
97,374
-305,903
2762
$1.05M ﹤0.01%
67,722
+30,125
2763
$1.05M ﹤0.01%
41,771
-4,669
2764
$1.05M ﹤0.01%
27,266
-14,508
2765
$1.05M ﹤0.01%
130,830
-88,627
2766
$1.05M ﹤0.01%
120,412
+1,901
2767
$1.05M ﹤0.01%
16,917
-2,759
2768
$1.04M ﹤0.01%
21,613
-439
2769
$1.04M ﹤0.01%
25,179
+11,408
2770
$1.04M ﹤0.01%
13,436
+10,139
2771
$1.04M ﹤0.01%
127,542
+35,384
2772
$1.04M ﹤0.01%
13,678
-7,040
2773
$1.04M ﹤0.01%
32,945
+3,878
2774
$1.04M ﹤0.01%
8,456
-487
2775
$1.04M ﹤0.01%
20,368
+2,363
109 110
111
112 113