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
2001
$2.95M ﹤0.01%
186,457
-14,756
2002
$2.95M ﹤0.01%
48,192
+28,282
2003
$2.95M ﹤0.01%
28,625
+10,905
2004
$2.95M ﹤0.01%
211,608
-13,112
2005
$2.94M ﹤0.01%
+72,544
2006
$2.94M ﹤0.01%
75,510
-5,861
2007
$2.94M ﹤0.01%
74,908
+34,753
2008
$2.94M ﹤0.01%
32,670
-11,310
2009
$2.93M ﹤0.01%
265,077
+11,350
2010
$2.93M ﹤0.01%
96,413
+20,799
2011
$2.93M ﹤0.01%
41,456
-10,049
2012
$2.92M ﹤0.01%
196,806
+12,144
2013
$2.92M ﹤0.01%
152,919
-7,912
2014
$2.92M ﹤0.01%
49,812
-2,271
2015
$2.91M ﹤0.01%
+132,641
2016
$2.91M ﹤0.01%
178,053
-19,526
2017
$2.91M ﹤0.01%
51,506
-38,628
2018
$2.91M ﹤0.01%
116,457
+86,887
2019
$2.91M ﹤0.01%
35,604
+359
2020
$2.9M ﹤0.01%
124,859
-83,884
2021
$2.9M ﹤0.01%
90,069
-1,557
2022
$2.9M ﹤0.01%
23,975
+16,496
2023
$2.9M ﹤0.01%
57,961
-6,922
2024
$2.9M ﹤0.01%
204,251
+28,449
2025
$2.88M ﹤0.01%
57,334
+7,263
79 80
81
82 83