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
401
$57M 0.03%
2,111,270
-116,415
402
$56.9M 0.03%
7,156,360
+2,563,985
403
$56.8M 0.03%
1,106,448
+51,708
404
$56.7M 0.03%
2,405,835
+364,861
405
$56.7M 0.03%
942,156
+19,426
406
$56.5M 0.03%
904,842
-778,968
407
$56.4M 0.03%
2,949,414
+1,626,969
408
$56.2M 0.03%
516,161
-27,563
409
$55.8M 0.03%
1,367,425
+13,443
410
$55.6M 0.03%
2,959,062
+589,446
411
$54.8M 0.03%
612,049
+383,347
412
$54.5M 0.03%
996,691
-74,571
413
$54.4M 0.03%
1,300,819
+902,826
414
$54M 0.03%
423,042
-100,570
415
$53.8M 0.03%
863,025
+113,219
416
$53.4M 0.03%
1,987,260
+31,302
417
$53.2M 0.03%
902,819
+142,520
418
$53.1M 0.03%
1,310,597
-181,564
419
$53M 0.03%
1,074,376
-243,280
420
$52.8M 0.03%
896,897
+24,776
421
$52.7M 0.03%
1,404,070
+32,900
422
$52.7M 0.03%
1,163,670
+126,579
423
$52.6M 0.03%
1,057,054
-36,974
424
$51.9M 0.03%
1,667,390
+64,380
425
$51.9M 0.03%
1,809,093
-441,327
15 16
17
18 19