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
326
$77.9M 0.04%
1,752,746
+348,922
327
$77.6M 0.04%
3,617,527
-239,470
328
$77M 0.04%
2,161,186
-773,952
329
$76.3M 0.04%
1,774,415
+507,015
330
$75.5M 0.04%
986,174
+40,300
331
$75.2M 0.04%
2,032,037
-460,834
332
$74.8M 0.04%
2,375,331
+846,687
333
$74.7M 0.04%
1,077,694
+30,694
334
$73.4M 0.04%
779,089
+183,179
335
$73M 0.04%
539,537
+81,730
336
$72.2M 0.04%
1,876,542
-11,879,596
337
$71.8M 0.04%
1,521,265
+44,964
338
$71.7M 0.04%
1,844,460
+491,408
339
$71.7M 0.04%
1,643,258
+862,047
340
$70.9M 0.04%
4,500,696
+454,688
341
$70.8M 0.04%
1,150,695
-18,455
342
$70.6M 0.04%
4,060,887
+756,707
343
$70.5M 0.04%
1,341,489
+66,828
344
$70.3M 0.04%
1,026,400
+28,414
345
$70M 0.04%
213,940
-2,332
346
$69.8M 0.04%
3,675,289
+1,433,022
347
$69M 0.04%
795,680
-113,453
348
$68.4M 0.04%
3,028,318
+590,835
349
$68.3M 0.04%
442,789
+22,408
350
$68.2M 0.04%
2,131,058
+814,179
12 13
14
15 16