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
3251
$497K ﹤0.01%
10,234
-978
3252
$495K ﹤0.01%
15,967
-7,949
3253
$494K ﹤0.01%
19,029
+11,020
3254
$494K ﹤0.01%
6,798
-4,060
3255
$494K ﹤0.01%
32,382
+1,561
3256
$494K ﹤0.01%
59,343
+46,030
3257
$494K ﹤0.01%
4,175
-2,244
3258
$493K ﹤0.01%
40,626
-16,521
3259
$493K ﹤0.01%
+47,052
3260
$492K ﹤0.01%
4,758
+2,836
3261
$491K ﹤0.01%
29,899
-5,630
3262
$491K ﹤0.01%
15,066
-5,129
3263
$488K ﹤0.01%
10,172
-7,636
3264
$488K ﹤0.01%
37,013
-9,185
3265
$487K ﹤0.01%
14,612
+13,387
3266
$487K ﹤0.01%
286,535
-1,534
3267
$486K ﹤0.01%
16,322
+4,162
3268
$485K ﹤0.01%
48,700
+25,158
3269
$485K ﹤0.01%
7,926
-26,187
3270
$482K ﹤0.01%
28,365
-13,250
3271
$480K ﹤0.01%
82,501
-14,049
3272
$480K ﹤0.01%
2,714
+378
3273
$480K ﹤0.01%
41,093
-10,258
3274
$479K ﹤0.01%
+49,808
3275
$479K ﹤0.01%
11,649
+8,041
129 130
131
132 133