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
76
$454M 0.25%
5,907,324
+453,671
77
$449M 0.24%
6,071,349
+114,983
78
$447M 0.24%
3,871,496
+217,601
79
$445M 0.24%
6,692,765
+407,418
80
$444M 0.24%
8,135,346
+565,737
81
$440M 0.24%
2,486,965
-22,836
82
$438M 0.24%
8,462,373
+407,535
83
$433M 0.24%
6,188,823
+297,994
84
$428M 0.23%
4,376,269
-93,829
85
$425M 0.23%
15,406,157
-1,357,549
86
$425M 0.23%
18,637,781
+3,143,796
87
$424M 0.23%
4,015,127
-111,001
88
$420M 0.23%
3,379,079
+498,927
89
$420M 0.23%
10,618,104
+994,924
90
$419M 0.23%
5,100,489
+1,021,373
91
$415M 0.23%
3,498,656
+300,067
92
$412M 0.22%
2,469,003
+197,156
93
$411M 0.22%
7,392,835
-105,070
94
$410M 0.22%
7,530,660
-538,788
95
$407M 0.22%
7,638,644
+127,420
96
$405M 0.22%
3,413,691
-6,537,239
97
$405M 0.22%
3,034,965
+157,004
98
$404M 0.22%
10,261,645
-3,279,649
99
$396M 0.22%
5,217,784
+304,524
100
$393M 0.21%
3,606,045
-168,719
2 3
4
5 6