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
2101
$2.63M ﹤0.01%
301,975
-177,851
2102
$2.63M ﹤0.01%
213,187
-6,326
2103
$2.63M ﹤0.01%
49,954
+18,634
2104
$2.62M ﹤0.01%
323,917
+315,493
2105
$2.62M ﹤0.01%
94,878
+19,058
2106
$2.62M ﹤0.01%
35,530
+324
2107
$2.61M ﹤0.01%
85,078
-11,927
2108
$2.61M ﹤0.01%
127,048
-96,413
2109
$2.61M ﹤0.01%
150,923
-11,372
2110
$2.6M ﹤0.01%
110,223
+88,017
2111
$2.6M ﹤0.01%
174,766
+79,430
2112
$2.6M ﹤0.01%
13,074
+2,377
2113
$2.6M ﹤0.01%
35,358
-109
2114
$2.6M ﹤0.01%
71,590
+6,057
2115
$2.59M ﹤0.01%
31,273
+4,283
2116
$2.59M ﹤0.01%
120,040
-82,279
2117
$2.59M ﹤0.01%
510,425
-340,401
2118
$2.58M ﹤0.01%
84,742
-2,312
2119
$2.58M ﹤0.01%
95,755
+4,996
2120
$2.58M ﹤0.01%
67,178
+21,223
2121
$2.58M ﹤0.01%
90,348
+6,450
2122
$2.57M ﹤0.01%
225,313
-206,027
2123
$2.56M ﹤0.01%
31,067
-8,405
2124
$2.56M ﹤0.01%
108,305
+26,309
2125
$2.56M ﹤0.01%
80,345
+6,619
83 84
85
86 87