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
1976
$3.06M ﹤0.01%
140,857
-18,368
1977
$3.05M ﹤0.01%
47,295
+33,361
1978
$3.05M ﹤0.01%
155,935
-101,810
1979
$3.05M ﹤0.01%
51,887
-2,704
1980
$3.04M ﹤0.01%
4,944
-2,573
1981
$3.04M ﹤0.01%
45,901
-25,384
1982
$3.04M ﹤0.01%
38,516
+2,321
1983
$3.04M ﹤0.01%
447,042
+34,903
1984
$3.03M ﹤0.01%
96,507
-133
1985
$3.02M ﹤0.01%
68,283
+19,226
1986
$3.02M ﹤0.01%
298,220
+42,358
1987
$3.02M ﹤0.01%
113,846
-38,780
1988
$3.02M ﹤0.01%
43,518
-9,448
1989
$3.01M ﹤0.01%
43,207
+31,759
1990
$3.01M ﹤0.01%
145,323
-164,869
1991
$3M ﹤0.01%
29,247
+722
1992
$2.98M ﹤0.01%
177,750
-15,709
1993
$2.98M ﹤0.01%
55,784
+4,206
1994
$2.98M ﹤0.01%
99,954
+2,379
1995
$2.97M ﹤0.01%
115,436
+57,984
1996
$2.97M ﹤0.01%
40,707
-811
1997
$2.97M ﹤0.01%
390,057
-90,856
1998
$2.97M ﹤0.01%
81,787
-4,955
1999
$2.96M ﹤0.01%
220,562
+78,521
2000
$2.96M ﹤0.01%
148,910
-121,030
78 79
80
81 82