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
151
$249M 0.14%
2,306,379
+410,222
152
$243M 0.13%
6,739,806
-338,784
153
$243M 0.13%
2,763,832
-138,301
154
$243M 0.13%
5,440,911
+699,551
155
$242M 0.13%
9,928,324
+1,241,459
156
$242M 0.13%
4,042,246
-1,167,094
157
$239M 0.13%
2,897,188
+55,988
158
$237M 0.13%
10,176,822
-630,943
159
$236M 0.13%
2,680,873
-23,593
160
$233M 0.13%
3,400,418
+35,883
161
$232M 0.13%
4,503,890
+1,701,420
162
$231M 0.13%
4,036,339
+250,266
163
$229M 0.13%
9,546,084
-836,895
164
$228M 0.12%
2,745,322
+179,777
165
$228M 0.12%
4,758,867
+406,593
166
$227M 0.12%
7,213,456
+143,752
167
$220M 0.12%
4,231,116
+124,232
168
$215M 0.12%
6,557,762
+1,472,718
169
$213M 0.12%
2,424,836
-1,220,011
170
$209M 0.11%
2,142,330
+150,294
171
$209M 0.11%
1,518,101
+35,478
172
$206M 0.11%
3,778,418
+10,512
173
$205M 0.11%
1,928,187
-829,793
174
$201M 0.11%
2,427,347
-29,891
175
$201M 0.11%
3,176,414
-178,444
5 6
7
8 9