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
1901
$3.41M ﹤0.01%
2,856
+34
1902
$3.41M ﹤0.01%
70,309
+2,737
1903
$3.41M ﹤0.01%
57,727
+8,790
1904
$3.41M ﹤0.01%
117,700
+33,184
1905
$3.4M ﹤0.01%
73,104
-10,349
1906
$3.39M ﹤0.01%
146,894
+25,123
1907
$3.39M ﹤0.01%
30,530
+10,170
1908
$3.39M ﹤0.01%
95,780
+42,115
1909
$3.38M ﹤0.01%
101,636
+98,679
1910
$3.34M ﹤0.01%
176,447
+33,235
1911
$3.34M ﹤0.01%
99,465
-13,986
1912
$3.33M ﹤0.01%
42,469
-360
1913
$3.33M ﹤0.01%
70,545
-4,644
1914
$3.33M ﹤0.01%
294,729
+46,521
1915
$3.32M ﹤0.01%
81,846
+13,969
1916
$3.32M ﹤0.01%
17,019
+1,964
1917
$3.32M ﹤0.01%
297,271
+25,196
1918
$3.31M ﹤0.01%
64,605
+59,059
1919
$3.31M ﹤0.01%
114,360
+38,077
1920
$3.31M ﹤0.01%
82,571
-19,105
1921
$3.31M ﹤0.01%
230,447
-17,001
1922
$3.3M ﹤0.01%
451,640
-5,008
1923
$3.29M ﹤0.01%
96,874
-42,966
1924
$3.28M ﹤0.01%
88,937
+8,876
1925
$3.28M ﹤0.01%
40,987
+6,087
75 76
77
78 79