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
176
$200M 0.11%
9,154,790
-18,600
177
$200M 0.11%
1,159,757
-25,550
178
$198M 0.11%
3,029,119
+2,268,881
179
$197M 0.11%
5,764,888
-234,607
180
$196M 0.11%
950,933
+125,435
181
$196M 0.11%
72,036,080
+23,899,520
182
$196M 0.11%
2,391,513
+667,717
183
$195M 0.11%
2,148,220
+220,685
184
$195M 0.11%
3,778,556
+1,940,801
185
$190M 0.1%
8,746,150
-920,219
186
$190M 0.1%
4,032,177
+34,185
187
$188M 0.1%
16,111,661
+1,505,773
188
$187M 0.1%
4,201,621
+452,234
189
$187M 0.1%
3,816,587
-115,859
190
$184M 0.1%
1,617,769
-74,315
191
$183M 0.1%
1,092,063
+6,369
192
$179M 0.1%
916,093
+99,489
193
$177M 0.1%
2,217,784
-483,164
194
$177M 0.1%
3,431,649
+379,661
195
$174M 0.09%
1,947,990
+1,796,229
196
$169M 0.09%
2,173,275
-40,246
197
$167M 0.09%
726,860
+87,703
198
$165M 0.09%
6,260,385
+1,507,008
199
$164M 0.09%
1,993,012
+581,074
200
$163M 0.09%
1,439,243
+49,838
6 7
8
9 10