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
776
$21.5M 0.01%
746,392
-33,713
777
$21.5M 0.01%
356,439
+236,286
778
$21.5M 0.01%
55,459
+14,550
779
$21.4M 0.01%
388,114
+24,226
780
$21.4M 0.01%
3,925,853
+3,850,427
781
$21.4M 0.01%
582,078
-323,919
782
$21.3M 0.01%
1,402,165
+20,508
783
$21.3M 0.01%
2,196,238
+661,803
784
$21.3M 0.01%
921,026
+86,090
785
$21.2M 0.01%
325,835
-28,285
786
$21.2M 0.01%
1,177,978
+88,261
787
$21.1M 0.01%
832,925
-39,590
788
$21M 0.01%
664,967
-138,381
789
$20.9M 0.01%
4,911,845
-348,824
790
$20.9M 0.01%
363,877
+257,432
791
$20.8M 0.01%
1,116,086
+88,978
792
$20.8M 0.01%
1,002,444
-1,344
793
$20.6M 0.01%
255,374
-81,366
794
$20.6M 0.01%
281,137
+20,632
795
$20.6M 0.01%
338,109
+40,768
796
$20.4M 0.01%
506,523
-2,382,768
797
$20.4M 0.01%
123,033
-4,667
798
$20.3M 0.01%
1,331,989
+470,372
799
$20.3M 0.01%
660,730
-54,416
800
$20.1M 0.01%
236,805
+312
30 31
32
33 34