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
1001
$13.2M 0.01%
266,614
-8,053
1002
$13.1M 0.01%
233,100
-21,705
1003
$13.1M 0.01%
248,706
+58,818
1004
$13.1M 0.01%
143,801
-10,599
1005
$13.1M 0.01%
645,410
+73,228
1006
$13M 0.01%
105,682
+16,133
1007
$13M 0.01%
1,191,027
+102,993
1008
$13M 0.01%
55,548
+7,368
1009
$12.9M 0.01%
162,627
-14,845
1010
$12.9M 0.01%
665,934
+17,555
1011
$12.9M 0.01%
389,999
+197,449
1012
$12.9M 0.01%
187,578
+9,909
1013
$12.8M 0.01%
131,345
+90,908
1014
$12.7M 0.01%
437,682
+371,586
1015
$12.7M 0.01%
285,537
-78,609
1016
$12.7M 0.01%
67,682
-5,818
1017
$12.7M 0.01%
473,290
+11,060
1018
$12.7M 0.01%
1,459,115
+371,268
1019
$12.6M 0.01%
852,949
+77,083
1020
$12.6M 0.01%
197,031
+122,548
1021
$12.6M 0.01%
118,195
-25,422
1022
$12.6M 0.01%
260,374
+4,267
1023
$12.5M 0.01%
236,763
-44,563
1024
$12.5M 0.01%
589,365
+118,911
1025
$12.4M 0.01%
514,872
-132,301
39 40
41
42 43