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
276
$101M 0.06%
769,420
-451,268
277
$100M 0.05%
1,350,500
+21,546
278
$100M 0.05%
1,640,176
+6,791
279
$99.9M 0.05%
2,084,065
-101,651
280
$99.5M 0.05%
1,956,320
+507,097
281
$99M 0.05%
754,008
+7,371
282
$97.7M 0.05%
794,094
-625,925
283
$97.5M 0.05%
603,226
+707
284
$96.2M 0.05%
3,956,296
-392,363
285
$94.2M 0.05%
1,032,799
+364,439
286
$93.8M 0.05%
6,042,486
-4,039,593
287
$93.7M 0.05%
1,481,293
+121,411
288
$93.2M 0.05%
910,679
-30,037
289
$93M 0.05%
1,075,970
+28,864
290
$92.5M 0.05%
1,544,284
+148,217
291
$92.1M 0.05%
654,577
+89,227
292
$91.9M 0.05%
1,005,423
-231,104
293
$91.2M 0.05%
51,222
-2,992
294
$90.8M 0.05%
1,723,161
+65,453
295
$90.3M 0.05%
1,025,811
-25,600
296
$90.1M 0.05%
4,613,435
+294,833
297
$90M 0.05%
2,663,540
-11,616
298
$89.7M 0.05%
681,191
-24,920
299
$89.5M 0.05%
934,967
+162,450
300
$89.1M 0.05%
2,741,913
+358,320
10 11
12
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