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
476
$43.4M 0.02%
1,007,001
+60,881
477
$43.3M 0.02%
861,364
+51,645
478
$43.3M 0.02%
530,821
+144,666
479
$43.1M 0.02%
209,049
-190,993
480
$42.9M 0.02%
2,477,369
+789,206
481
$42.8M 0.02%
1,072,754
-1,079,288
482
$42.7M 0.02%
1,236,421
+219,026
483
$42.4M 0.02%
876,815
+139,751
484
$42.2M 0.02%
705,562
+109,898
485
$42.1M 0.02%
1,239,100
+197,827
486
$42.1M 0.02%
1,225,274
+246,683
487
$42M 0.02%
948,126
+176,872
488
$42M 0.02%
2,021,168
+606,953
489
$41.9M 0.02%
779,041
-49,477
490
$41.8M 0.02%
794,123
-206,138
491
$41.6M 0.02%
315,918
+15,407
492
$41.5M 0.02%
863,615
-154,113
493
$41.4M 0.02%
1,643,365
+1,300,621
494
$41.4M 0.02%
532,508
+189,474
495
$41.1M 0.02%
669,702
-38,467
496
$41.1M 0.02%
906,507
-72,948
497
$41M 0.02%
1,929,937
+612,922
498
$40.8M 0.02%
473,535
-1,433
499
$40.5M 0.02%
2,729,563
-133,930
500
$40.4M 0.02%
4,238,724
+791,230
18 19
20
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