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
2076
$2.7M ﹤0.01%
81,096
-140,553
2077
$2.69M ﹤0.01%
26,471
-8,816
2078
$2.69M ﹤0.01%
258,494
+44,855
2079
$2.69M ﹤0.01%
64,367
-2,808
2080
$2.69M ﹤0.01%
127,147
-77,498
2081
$2.69M ﹤0.01%
238,632
+61,908
2082
$2.68M ﹤0.01%
109,409
-45,504
2083
$2.68M ﹤0.01%
252,822
-4,786
2084
$2.68M ﹤0.01%
201,661
+127,950
2085
$2.68M ﹤0.01%
74,885
-23,736
2086
$2.67M ﹤0.01%
90,281
-22,887
2087
$2.67M ﹤0.01%
12,626
-2,110
2088
$2.67M ﹤0.01%
82,326
+10,120
2089
$2.66M ﹤0.01%
110,642
+28,238
2090
$2.66M ﹤0.01%
23,564
-2,797
2091
$2.66M ﹤0.01%
133,772
+10,327
2092
$2.66M ﹤0.01%
246,637
+53,953
2093
$2.65M ﹤0.01%
121,234
-740,872
2094
$2.65M ﹤0.01%
173,710
+4,835
2095
$2.65M ﹤0.01%
91,640
-2,543
2096
$2.65M ﹤0.01%
47,190
+16,921
2097
$2.65M ﹤0.01%
211,897
+157,304
2098
$2.64M ﹤0.01%
105,649
+16,034
2099
$2.64M ﹤0.01%
185,926
+3,124
2100
$2.63M ﹤0.01%
46,824
+15,618
82 83
84
85 86