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
351
$68.1M 0.04%
420,402
+111,202
352
$67.9M 0.04%
485,682
+17,327
353
$67.8M 0.04%
8,841,525
-98,010
354
$67.8M 0.04%
929,504
+38,647
355
$67.4M 0.04%
1,341,244
-54,801
356
$67.2M 0.04%
2,443,458
+265,460
357
$66.6M 0.04%
2,770,276
-563,862
358
$66.4M 0.04%
816,781
-176,152
359
$66.2M 0.04%
700,953
+338,955
360
$65.7M 0.04%
996,401
-149,979
361
$65.5M 0.04%
2,365,174
-6,410
362
$65.5M 0.04%
262
-24
363
$65.2M 0.04%
483,332
-14,719
364
$64.8M 0.04%
1,290,982
+242,312
365
$64.2M 0.04%
809,895
+154,590
366
$64M 0.03%
1,126,045
+225,260
367
$63.8M 0.03%
651,603
+97,566
368
$63.4M 0.03%
944,416
-462,812
369
$63.2M 0.03%
381,956
+6,406
370
$63.1M 0.03%
1,142,736
+141,148
371
$63M 0.03%
1,982,670
-238,062
372
$62.7M 0.03%
1,437,655
+254,861
373
$62.1M 0.03%
591,018
+118,127
374
$62.1M 0.03%
1,995,426
-1,375,165
375
$61.4M 0.03%
4,595,679
-386,564
13 14
15
16 17