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
301
$87.9M 0.05%
2,347,785
-3,047,144
302
$87.1M 0.05%
2,893,324
+44,593
303
$86.8M 0.05%
585,782
-74,713
304
$86.8M 0.05%
1,097,762
+235,165
305
$86.8M 0.05%
1,118,793
-11,442
306
$86M 0.05%
2,114,043
+1,316,143
307
$85.6M 0.05%
1,767,489
+20,465
308
$84.9M 0.05%
4,230,275
+12,052
309
$84.8M 0.05%
914,502
-273,731
310
$84.3M 0.05%
1,271,001
+735,955
311
$84.2M 0.05%
1,786,066
+105,700
312
$84.2M 0.05%
797,858
+21,953
313
$84.1M 0.05%
4,613,617
-514,766
314
$82.2M 0.04%
2,621,079
+428,577
315
$82M 0.04%
1,909,843
+261,604
316
$81.3M 0.04%
4,438,725
-278,692
317
$80.7M 0.04%
2,791,168
+201,927
318
$80.5M 0.04%
6,269,530
+3,240,060
319
$79.7M 0.04%
1,557,360
+1,127,125
320
$79.4M 0.04%
2,684,632
-92,501
321
$79.1M 0.04%
1,580,090
-349,551
322
$79.1M 0.04%
2,385,405
+790,002
323
$78.8M 0.04%
423,281
+78,561
324
$78.6M 0.04%
1,452,683
-32,335
325
$78.1M 0.04%
4,527,175
-467,808
11 12
13
14 15