UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
26
$836M 0.46%
10,653,682
+1,455,785
27
$830M 0.45%
6,405,437
+328,702
28
$829M 0.45%
19,527,735
+1,678,554
29
$810M 0.44%
6,116,852
-670,788
30
$788M 0.43%
10,768,594
+721,181
31
$777M 0.42%
22,696,710
+2,411,045
32
$774M 0.42%
22,913,070
+2,272,952
33
$758M 0.41%
17,101,200
+3,340,200
34
$749M 0.41%
6,579,859
+5,372
35
$748M 0.41%
5,374,477
+152,546
36
$741M 0.4%
18,848,831
+1,492,096
37
$738M 0.4%
23,531,182
+836,630
38
$729M 0.4%
6,717,380
-3,110
39
$726M 0.4%
4,663,268
-125,423
40
$722M 0.39%
6,127,248
+1,011,772
41
$699M 0.38%
11,968,626
+1,183,962
42
$678M 0.37%
20,887,175
+2,650,923
43
$675M 0.37%
5,631,770
+279,058
44
$669M 0.37%
8,253,254
-346,480
45
$655M 0.36%
27,622,547
-1,128,670
46
$651M 0.36%
1,696,340
+486,502
47
$640M 0.35%
7,201,863
+1,131,943
48
$628M 0.34%
10,352,132
+539,535
49
$609M 0.33%
7,426,749
-6,347,529
50
$608M 0.33%
16,169,289
-236,591
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