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
2026
$2.88M ﹤0.01%
139,916
-2,760
2027
$2.87M ﹤0.01%
187,009
+957
2028
$2.86M ﹤0.01%
242,702
-78,841
2029
$2.86M ﹤0.01%
188,079
-9,921
2030
$2.86M ﹤0.01%
299,487
-38,755
2031
$2.85M ﹤0.01%
47,926
-3,031
2032
$2.85M ﹤0.01%
101,403
+8,015
2033
$2.85M ﹤0.01%
212,151
-13,883
2034
$2.84M ﹤0.01%
105,131
+61,277
2035
$2.84M ﹤0.01%
36,180
+15,065
2036
$2.84M ﹤0.01%
21,489
+21,417
2037
$2.83M ﹤0.01%
90,544
-7,411
2038
$2.83M ﹤0.01%
53,820
+299
2039
$2.83M ﹤0.01%
36,755
+71
2040
$2.83M ﹤0.01%
221,191
-156
2041
$2.83M ﹤0.01%
78,448
+13,684
2042
$2.82M ﹤0.01%
125,474
+24,102
2043
$2.81M ﹤0.01%
118,933
+30,657
2044
$2.81M ﹤0.01%
98,100
-2,598
2045
$2.81M ﹤0.01%
139,842
-114,046
2046
$2.81M ﹤0.01%
111,994
+11,502
2047
$2.8M ﹤0.01%
181,216
+137,900
2048
$2.8M ﹤0.01%
268,604
+65,765
2049
$2.79M ﹤0.01%
365,366
+263,384
2050
$2.79M ﹤0.01%
150,754
+126,723
80 81
82
83 84