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
926
$15.6M 0.01%
131,095
+13,999
927
$15.5M 0.01%
355,655
+37,404
928
$15.4M 0.01%
487,932
+13,292
929
$15.4M 0.01%
1,104,828
+52,350
930
$15.4M 0.01%
1,185,345
-42,836
931
$15.3M 0.01%
244,248
+152,333
932
$15.3M 0.01%
259,080
-14,760
933
$15.3M 0.01%
237,276
+204,571
934
$15.3M 0.01%
155,822
+20,937
935
$15.2M 0.01%
392,792
+45,213
936
$15.1M 0.01%
957,188
+401,974
937
$15.1M 0.01%
1,158,963
-50,408
938
$15.1M 0.01%
179,939
+40,973
939
$15M 0.01%
1,092,272
-56,692
940
$15M 0.01%
340,186
+73,199
941
$15M 0.01%
475,785
+325,113
942
$15M 0.01%
1,337,603
+1,126,585
943
$15M 0.01%
304,588
+185,254
944
$15M 0.01%
288,546
+47,951
945
$14.9M 0.01%
790,728
-45,435
946
$14.9M 0.01%
622,215
-83
947
$14.8M 0.01%
286,125
-18,125
948
$14.8M 0.01%
322,512
+147,436
949
$14.8M 0.01%
523,860
+69,082
950
$14.8M 0.01%
627,332
-334,447
36 37
38
39 40